In this video, I will talk about TAV Airports, the company that Mohnish Pabrai bought 5% of in 2021. I will explain why TAV Airports is the best airport stock to buy for 2023 and beyond. TAV Airports has a strong track record of growth, profitability and resilience. It has also benefited from the recovery of air travel demand after the pandemic and the support of its main shareholder, Groupe ADP. TAV Airports has a diversified revenue stream from terminal operations, duty free, catering, ground handling and IT services. TAV Airports is trading at a discount to its peers and has a lot of upside potential for 2023 and beyond. If you want to learn more about TAV Airports and why it’s a great investment opportunity, watch this video until the end. And don’t forget to like, share and subscribe for more videos on finance and investing.

My first video on TAV : [ Ссылка ]
Mohnish's Full Speech : [ Ссылка ]

This publication’s content is for entertainment and educational purposes only. I am not a licensed investment professional. Nothing produced under the Lunch Investing brand should be thought of as investment advice. Do your own research. All content is subject to interpretation.

Twitter : [ Ссылка ]

#MohnishPabrai #TAVAirports #turkey

0:00 - Intro
0:37 - What is TAV's business
01:13 - Mohnish Pabrai on TAV Airports
07:01 - Almaty Airport
08:10 - CEO's message
08:38 - Ankara Airport and My Projection
09:22 - New Antalya Deal
09:36 - Big Picture For TAV
10:00 - Balance Sheet
10:58 - TAV's Business Model Leverage
11:13 - Inflation Hedge
11:27 - Corporate Governance
11:48 - Closing

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