Buy Corporacion America Airports (CAAP) on Argentina Recovery Thesis
about 2 months ago
Brett Schaefer
"I got a feeling that Argentina seems to be on the right path... I feel like I should buy. And they've been pretty good at buying new assets as well. Decent track record there."
Corporacion America Airports (CAAP) is presented as a low risk, high reward opportunity. The company, operating primarily in Argentina, has shown strong fundamentals with 14% traffic growth, 19% revenue growth (excluding cost-related adjustments), and a 26.4% operating income increase. With built-in pricing escalators in its government-negotiated contracts and trading at a low multiple (roughly six times EBITDA), CAAP is viewed as a defensive play that could benefit significantly from Argentina’s economic recovery.
Scores
Alpha Potential
7.5/10
Novelty
7.0/10
Credibility
7.5/10
Timeliness
7.0/10
Overall
7.5/10
Sentiment
Bullish
Conviction
High
Tier
Market Context
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Episode Information
Episode:
Nvidia’s Continued Ascent; Goodbye To Fed Independence; What Stocks Have True Pricing Power? $NVDA
Source:Chit Chat Stocks
Published:
August 29, 2025
Idea Type:
Stock Idea