The Travel Stocks Boom: Reopening of borders, leisure travel and rising prices
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On the Bid is a new Stockhead video series featuring a roundtable of experts discussing a new investment topic each week.
In this edition, host Oriel Morrison discusses the fresh uptake of international travel since the reopening of borders around the world and the easing of travel restrictions globally. The panel discuss the supercharged recovery of travel since easing of Covid restrictions, consumer concerns for the reintroduction of restrictions, prices and inflation’s impact on travel demand, areas of interest for investors in the travel sector and what to look for.
On the panel this week is Chloe Stokes, investment analyst for Forager Funds Management.
Forager Funds Management is a unique Australian funds management company with a long-term track record in both our Australian Shares Fund and International Shares Fund.
The company’s style of investing involves buying smaller, less well known businesses that may provide opportunity for higher returns. As well as buying mid to large liquid stocks if they are available at reasonable prices.
The panel discuss a range of topics including the increase in number of travellers, areas of interests for investors, impact of rising oil prices and inflation, risk management for travel industry investments, Forager’s top picks and more.
So click above to tune in!