Wizz Air and other live thesis
A collection of live investment thesis on Youtube: Grifols, Bayer, Forvia and Wizz Air.
Good morning, dear reader,
Yesterday in Spain, even in the usually cool north, the heat felt like the worst of summer. I, bravely, decided to counter programme against the more obvious plans for a Sunday afternoon and present an investment thesis in depth: WizzAir.
The setting is excellent. At Momentum Financial channel they give me all the time needed to go as deep as the thesis demands, and Capi knows how to steer the conversation, ask the right questions, and bring some concepts back down to earth when we get too technical.
I am leaving you the full recording from yesterday, which ran for over an hour. It is in Spanish, but the subtitle translation is quite good.
Below the WizzAir presentation you will find the rest of my appearances, also full thesis covering Grifols, Bayer, and Forvia. The three remain just as valid today as they were when I presented them.
Forvia (FRA: FRVIA) - 06/07/2025
Bayer (ETR: BAYN) - 18/08/2024
Grifols (BME: GRF) - 12/05/2024
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DISCLAIMER: All the information provided in this document is purely informative and does not constitute a buying recommendation (according to Spanish Law Article 63 of Law 24/1988, of July 28, on the Stock Market Regulator, and Article 5.1 of Royal Decree 217/2008, of February 15). DuckPond Value Research is not responsible for the use of this information. Before investing in a real account, it is necessary to have the appropriate training or delegate the task to a duly authorized professional.
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