ANYYY News and Press, Aena SME SA ADR From 08/02/18

Back in May, we published an article introducing a number of publicly-traded airports around the world. Investors looking for an overview of the sector can find the article HERE . This monthly follow-up presents the various news related to the industry and individual names. As a reminder...

Back in May, we published an article introducing a number of publicly-traded airports around the world. Airports deserve attention as an investment as they are wide-moat businesses backed by a secular trend of growing air traffic. This monthly follow-up will touch on the various news relat...

When buying a stock for the long term, I look for: A wide moat that will keep competitors at bay in the long run. One or several macro trends that will support the growth of the business. Moats bring high margins, macro trends ensure growth, and you get the winning formula of fast, p...

The following slide deck was published by Aena SME S.A. ADR in conjunction with their 2018 Q1 earnings Read more ...

Introduction As a value investor focusing on fundamentals and free cash flows, I really like investments in infrastructure assets. Ports, airports, … Pretty much anything with a decent moat (you won’t just build a new airport next to an existing one) deserves some attention...

The following slide deck was published by Aena SME S.A. ADR in conjunction with their 2017 Q4 earnings Read more ...