2023 Robin Hood Investors Conference – Angela Aldrich’s Best Ideas

The following are notes from Angela Aldrich's best investment idea at the 11th annual J.P. Morgan / Robin Hood Invrestors Conference took place on October 24 and 25, 2023.

Best Idea: Angela Aldrich (Bayberry Capital Partners)

A summary of Angela Aldrich's best investment idea as presented during the Fireside Chat:

Best Idea: Lamb Weston Holdings (NYSE:LW)

North America:

• Lamb Weston Holdings is a leader in frozen potato processing, making up 66% of FY24E sales.
• The company is highly focused on the North American market, with significant sales distribution: 45% in Quick Service Restaurants (QSR), 35% in Foodservice, and 20% in Retail.
• Lamb Weston is expected to achieve a robust EBITDA margin of 27.8% in FY24.
• The company boasts market leadership in North America, being the #1 player...
  

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