Naveen Jeereddi on Intelligent Investing in Crisis Mode: Value Opportunities in Hard-Hit Sectors

Naveen Jeereddi of Jeereddi Partners shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.

Naveen, whose prior experience includes The Baupost Group, discussed his contrarian approach to looking for opportunities in this turbulent time. He encouraged investors to analyze dislocations across the capital structures of companies in the hardest-hit sectors. He also suggested that relative value opportunities might exist within sectors, such as within the aerospace sector, where the relative market quotations of the securities of various industry players — suppliers, lessors, airlines, airports — may not make logical sense.

Naveen discussed at some length his investment theses on Six Flags Entertainment (US: SIX) and Eros International (US: EROS). He also touched on Disney (US: DIS), TransDigm (US: TDG), and AerCap (US: AER).

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About the instructor:

Naveen Jeereddi is founder and CEO of Jeereddi Partners L.L.C., an event-oriented, value investment firm. He has over two decades of value-oriented experience financing, analyzing, and investing in public and private companies. Naveen has served in value investment roles at Donaldson, Lufkin & Jenrette (DLJ), Onex Corporation, The Baupost Group L.L.C., and Tala Investments LP. He currently serves on the boards of directors of Chandler Global PTE. Ltd, iDream Media Inc., and XPRS Capital LLC. He earned an MBA with distinction from the Harvard Business School and a BBA with high distinction from the University of Michigan. His older sister, Dr. Praveena Jeereddi ’90, is a graduate of Vivian Webb School. Naveen lives in Los Angeles with his wife, Amy, and their four children.