Opinions
Gordon Reid
Despegar
DESP-N
TOP PICK
Aug 23, 2024
$11.650
Stock price when the opinion was issued
Technology
It's the ideal tool to help you make quicker, more informed decisions for
managing and tracking your investments.
Leading tech company in travel tech space. Part of US small cap portfolio. Has a relatively small weighting - so investors should be aware of risk in small cap companies. Able to generate high margins due to low capital requirements. Demand for travel continues to improve after pandemic. Trading 10x earnings, and 5x EBITDA. Geopolitical risk in Brazil, but overall a strong company. Will continue to own.