At the 2024 Robin Hood Investors Conference, Mohammed Anjarwala, Co-Founder and Managing Director of Advent Global Opportunities, presented a pitch for Rolls-Royce Holdings PLC (LON:RR), highlighting its strong position within the global aviation industry and unique growth opportunities. His analysis emphasized Rolls-Royce’s market leadership, pricing power, and attractive valuation compared to peers.
Rolls-Royce: A Strategic Choice in Aviation
Anjarwala opened by emphasizing Rolls-Royce’s integral role in global aviation, where it, alongside GE, supplies engines to aerospace giants Boeing and Airbus. This critical position in the industry not only secures long-term demand but also grants Rolls-Royce notable pricing power. Anjarwala pointed out that the number of miles flown has consistently grown at double the pace of global GDP—a trend he...
