Amadeus IT Group, S.A.
AMAD
position
long
Causeway Capital
Thesis
Amadeus is well-positioned in the travel technology sector, and despite the pandemic's impact, the demand for travel remains strong. The company is expected to benefit as the travel industry normalizes, making it an attractive investment.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame since the pitch, it's difficult to assess whether the thesis has played out. While the travel industry has shown signs of recovery, the lack of concrete evidence regarding Amadeus's performance leaves the outcome uncertain.
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