Dejo el análisis de Morningstar proporcionado por un Tuitero que se llama https://twitter.com/fran_g47?s=21
Sabre.pdf (503,5 KB)
“Economic Moat Dan Wasiolek, Senior Equity Analyst, 16 Dec 2022
We think Sabre will maintain its network, switching cost, and efficient scale advantages, driven by challenges in replicating its competitive position and the value that its offering provides suppliers, agents, and travelers. Further, we see these advantages supported by platform investments and a history of healthy travel demand that has recovered from past demand shocks, which we expect to be the case in the years following the pandemic. We believe Sabre’s advantages will remain in place despite potential risks of financial strain tarnishing the company’s ability to invest in its platform in the near term, the potential for structurally lower corporate travel demand that might have otherwise occurred without video conferencing, and competition from companies like Etraveli and direct airline connects.”
Dicen que vale 12
El amigo Terry en su fondo de pequeñas empresas la tiene entre sus principales posiciones:
Para que luego digan que sólo Paramés se mete en historias de reestructuración y en empresas cercanas a la quiebra 
La compró en el 2019 por lo que para mantener ese peso, tras el -80% ya me dirán ustedes la pasta que ha metido dentro.
Veremos el 4 de mayo lo que publica en el primer trimestre.