Zooplus: High-ROIC, Leading Online Retailer of Pet Food in Europe

Fred Liu of Hayden Capital presented his in-depth investment thesis on Zooplus (Germany: ZO1) at Best Ideas 2018.

Zooplus is a leading online retailer of pet food and supplies in Europe. Fred’s analysis indicates the company’s upcoming investments in new features and customer experience should yield high incremental ROIC and, as a result, attractive returns for investors.

About the instructor:

Fred Liu is the Founder and Portfolio Manager at Hayden Capital. Fred holds a B.S. in finance and international business from the Leonard N. Stern School of Business at New York University. Prior to founding Hayden Capital, Fred was a research analyst at New Street Research responsible for covering the cable and satellite industries. Before this, he was the industrials analyst on J.P. Morgan’s Small Cap Equity fund, a five-star Morningstar ranked strategy that invested in securities under $2BN in market cap. Fred purchased his first stock at the age of 11, and has been an avid value investor ever since. He currently resides in New York City.

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