The 2024 Invest for Kids conference is in the books, bringing with it many excellent and interesting investment ideas from a wide range of managers.
Matt Halbower: Spirit AeroSystems/ Boeing
Matt Halbower of Pentwater Capital pitched Spirit AeroSystems as a backdoor into Boeing. At the time of his presentations, Spirit was trading at a 17.4% spread with the terms of Boeing's acquisition — a transaction he believes is almost certain to close. In other words, Halbower said between now and when the transaction...