UK Bargains in Property, Retail, Airlines, Media, Auto Dealers…

Simon Caufield of SIM Limited presented his investment thesis on “six impossible bargains before Brexit” at European Investing Summit 2019.

Simon 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.