- Sabre is one of the largest global distribution systems (GDS) for travel worldwide. It's offered here as an alternative to investing in individual airlines, hotels, cruise lines or ETFs.
- The company invested heavily in its technology during the travel recession by upgrading to the Cloud, working closely with Google AI, and is now gaining market share over rivals.
- The company's economic model is easy to follow: transaction-based revenues which correlate with the TSA travel numbers (links provided below).
- There has been a high (bullish) ratio of call-buying over puts in the January to April 2021 time frame.
- As worldwide travel resumes, the stock could double in 2021-22.
For further details see:
Sabre: Top Travel Pick For 2021-2022