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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
We added Jet2 Plc, a packaged holiday and airline business operating across 13 bases in the UK and flying to over 75 destinations in Europe.
— Bob Sharpe
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Other investors who've written on Jet2 plc
Jet2 is an attractive, customer-focused airline trading at a low valuation with substantial cash reserves and strong organic profit growth. However, management is...
Jet2 is a market-leading UK package holiday business that has successfully expanded its market share from 2% to 22% over the past decade through top-tier customer service and excellent execution. Trading at a...