It’s Not Them; It’s their Suppliers: Signet Capital’s Bull Thesis for Airbus [Value Investing Seminar]

The aerospace industry has been dealing with its share of problems lately, from Boeing's 737 MAX issues to other barriers limiting the number of aircraft that can be delivered, restraining air travel. However, one fund manager sees a path to a brighter future and greater opportunities in aerospace stocks.

At the 20^th anniversary Value Investing Seminar in Trani, Italy last week, Anatoly Fedorov of Signet Capital Management in London pitched his bull thesis for Airbus.

Bullish on growth but seeking contrarian views

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