Chris Judd's Talk Ya Book Podcast · Chris Judd's Talk Ya Book

Jack Trengove

June 11, 2024·12 min·1 clip

Jack Trengove projects Fraport's EBITDA will grow to 2 billion euros by 2030 and compares it to Sydney Airport's 27x multiple.

Chris Judd interviews Jack Trengove from Lanyon Asset Management about his transition from professional sports to value investing and his current investment case for Fraport, the German airport operator. They discuss the company's post-COVID recovery, capital expenditure on a new terminal, and financial projections through 2030.

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