Ira Sohn London: Nicolai Tangen, founder and CEO AKO Capital
![Nicolai Tangen On Experian's Unique Market Position Nicolai Tangen On Experian's Unique Market Position](data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%200%200'%3E%3C/svg%3E)
Trade Idea: Experian plc (LON:EXPN) (OTCMKTS:EXPGY)
Price Target: Trading below valuation of peers' high cash generation and plenty of room for growth
Valuation: Experian 6% FCF yield 2013 P/E of 21.6, below peers at 24+ - cheap based on growth expected during the next few years.
Themes:
Nicolai Tangen on market position
Strong market position, margins and free cash flow. Largest and only...
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