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

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Michelle deBoer-Jones
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Anatoly Fedorov - 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 20th 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 He started off by explaining why he was making his way through the conference circuit. Fedorov is developing...

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Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.