Sabre Corporation
SABR
position
long
Causeway Capital
Thesis
Sabre operates in the travel technology space and is likely to see a rebound as travel demand returns post-pandemic. The company's resilience and potential for recovery make it a worthwhile 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 post-pandemic, the lack of concrete evidence regarding Sabre's performance leaves the outcome uncertain.
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