Eric Boroian of Montsegur Finance presented his in-depth investment thesis on Bakkafrost (Norway: BAKKA) at Best Ideas 2021.
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About the instructor:
Eric Boroian is an analyst and portfolio manager at Montsegur Finance. Previously, he served as a portfolio manager with Focus Asset Managers. He graduated from the London School of Economics with a graduate degree in Sociology and Quantitative Research Methods, and from Imperial College London, with an MBA in Finance. He started his career as a business analyst at Vivendi Universal, and then spent time as an equity research analyst at CA Cheuvreux, with a focus on European Consumer Staples. Eric also has investing experience in concentrated portfolios of European and US equities.