ATASF News and Press, Atlantia SPA From 04/28/20

The following slide deck was published by Atlantia S.p.A. in conjunction with their 2019 Q4 earnings Read more ...

Background The collapse of the Morandi Bridge in 2018 is something that Italians did not take well. Not only did 43 people die, but there was evidence that concerns around the safety of the bridge were brought up internally already in 2014 , suggesting a potential serious issue for infrastr...

Introduction From Spain last week to Scandinavia today. Whereas we discussed Fluidra’s ( OTC:FLUIF ) dominant position in the pool and wellness sector last week, in this week’s edition of Focus on Europe we are heading north to check up on Norsk Hydro ( OTCQX:NHYDY )...

Back in May, we introduced 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 presents the various news related to the industry and in...

Successful investing requires distancing oneself from emotion and from political biases, letting the data do the talking while attempting to be as objective as possible in assessing the potential risks versus rewards. This week I am failing miserably at this. This week, my second home s...

Introduction Postal companies are still being ignored (or punished) by the market. Sometimes that’s deserved, but other times it seems to be more sentiment-based than fundamentals based. Yes, the ‘normal’ old-school post market is shrinking, but companies have been try...

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...

The following slide deck was published by Atlantia SPA ADR in conjunction with their 2017 Q4 earnings Read more ...