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▶ 6:44 · $SAFRY · Christian Sinding and Sir Christopher Hohn | Panel discussion | Investment Conference 2025 |
episode briefing
In Good Company with Nicolai Tangen

Christian Sinding and Sir Christopher Hohn | Panel discussion | Investment Conference 2025 |

2025-05-02 · 3 company · 6 thematic
sentiment
2 bull0 bear1 neu
speakers
chris hohn

Activist investor managing a portfolio with 80-year average holding period; known for long-term compounding and governance activism including blocking value-destroying M&A at Safran and engaging at Cellnex.

quote
“one of the companies I mentioned, aerospace, we invested in Saffron. We've owned it for 13 years now and in in in we're actually one of the largest investors in the company. And uh um and we made around more than a 20% IR for 13 years. It'…”
—chris hohn
now playing · $SAFRY
$SAFRY···bullish· high· poschris hohn
Hohn: 13-year Safran compounding at 20% IRR protected by activism against value-destroying M&A
Long-term ownership of quality aerospace compounder safeguarded by activist intervention against a disastrous acquisition attempt.
$CLNXY···bullish· medium· poschris hohn
Hohn: Cellnex board seat with 10% stake proves activist argument wins over stake size
Concentrated shareholder structure enables effective governance engagement; compelling arguments rally passive shareholders regardless of activist's ownership percentage.
$CHTR···neutral· highchris hohn
Hohn: Exited Charter after 5x return as cable saturation and PE overbuilding broke thesis
Cable was a long-term compounder until industry saturation and competitive overbuilding by private equity eroded the moat, prompting exit after 8-year, 5x gain.