At the 2024 Sohn San Francisco Conference, Jeff Osher, Portfolio Manager at No Street Capital, presented a compelling investment thesis on this company, the largest online travel agency (OTA) in Latin America. Known for his firm’s impressive track record—holding the best five-year performance for assets under management (AUM) and a 10-year history of value for portfolios over $1 billion—Osher focused on the immense potential of of the company in the post-COVID travel recovery phase.
2024 Sohn San Francisco Conference: No Street Capital Pitches This Large Latin American Online Travel Agency
HFA Staff
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The post above is drafted by the collaboration of the Hedge Fund Alpha Team.
