Mallika Paulraj presented her in-depth investment thesis on Autoliv (NYSE: ALV) at European Investing Summit 2017.
Autoliv, headquartered in Sweden, is an automotive safety systems specialist. Products are both “passive” (useful in an accident, e.g., seat belts) and “active” (sensor-driven prevention of accidents). World-leading clients include Volvo and BMW. Autoliv shares have recently traded in a P/E range of 15-20x. The company’s major competitors are in flux, providing an opportunity for Autoliv. The company is the leading supplier of safety systems for the “future car”, i.e., well-integrated with autonomous driving.
About the instructor:
Mallika Paulraj began her career as a programmer in Silicon Valley and tries to bring an object-oriented way of thinking to value investing. She has worked in finance since 2001 for Lehman Brothers, MSCI, Institutional Shareholder Services and several renewable energy funds. Mallika holds an undergraduate degree from Stanford University, an MSc from the London School of Economics, and has completed the Investment Management Programme at London Business School. She has held several board positions (including President) for the Stanford Club of Great Britain. She is currently serving a term on the Alumni Committee of the London School of Economics. Mallika is a recipient of a 2013 Stanford University Award of Merit for alumni.
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