Narrow-Moat Sabre’s Transitory Headwinds Once Again Present an Attractive Investment Opportunity
Like 2017-18, we believe investors’ current focus on Sabre’s near-term investment and issues outside its control have greatly discounted the company’s intact network, efficient scale, and switching cost advantages, the sources of its narrow moat, allowing an attractive margin of safety.About two years ago, Sabre shares underperformed because of misguided concern over cloud investment, which dampens near-term profitability but supports long-term innovation, latency, and network reliability at lo...
Sabre is a technology solutions provider to the travel and tourism industry. The company operates through three business segments: Travel Network, which consists primarily of its global distribution system (GDS) and a range of solutions that integrate with its GDS; Airline Solutions, which provides a portfolio of software technology products and solutions, through software-as-a-service (SaaS) and hosted delivery model, to airlines and other travel suppliers and provides software solutions; and Hospitality Solutions, which provides software and solutions, through SaaS and hosted delivery model, to hoteliers around the world.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.
Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.
We have operations in 27 countries.
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