Simon Caufield of SIM Limited shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Simon assessed risks and opportunities in the current market environment. He discussed mostly UK-based ideas and updated some of the investment theses he had presented at European Investing Summit. In October 2019, Simon had highlighted bargains in the following segments: property (NewRiver), retail (Dixons Carphone), low-cost airlines (Ryanair), media (ITV), auto dealerships (Vertu Motors, Pendragon, Lookers, Marshall Motor), and homebuilders (Redrow and other large UK homebuilders).
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About the instructor:
Simon Caufield is Managing Director at SIM Limited, a UK-based investment firm. Simon founded the firm in 2007 after selling his stake in Nomis Solutions, a B2B enterprise software company he founded in 2002. Previously, Simon was a management consultant for more than a decade, including at Mercer Management Consulting. He also writes the “True Value” investment newsletter for MoneyWeek, a UK financial magazine. Simon has an MA in Engineering from Cambridge University.
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