Founder and portfolio manager of TCI hedge fund; known for value-based approach and active engagement strategy; named one of Time's 100 most influential people; hedge fund manager of the year in 2007; knighted in 2014 for philanthropy and international development.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Saffron delivered attractive returns (>20% IRR over 13 years) due to high barriers to entry in aircraft engines (no new entrants for 50 years) and the lucrative spare parts business model.
Aena offered attractive valuation (15% free cash flow yield) with monopoly characteristics and significant value in unregulated shops and car parks, providing growth potential.
Hohn's 10% stake in Snell was significant because ownership was concentrated among four shareholders with 10% each, giving them influence.