Jet2 (JET2.L, £16.21): Value Hiding in Plane Sight
JET2.L: UK's largest tour operator (21% mkt share) trading at 7.2x P/E ex-cash despite 20% annual EPS growth since 2010. Transformed from airline to package holiday provider (80% of revenue). £400M excess cash funding £250M buyback. Mid-teens P/E justified given quality, potential for continued 20%+ returns over 3 years.
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