Airports are a simple business with a long-term thesis: they benefit proportionally from increased travel, have no real competition (typically one per city, sometimes two), and new airports only get built when demand has proven the investment worthwhile, making them suitable for multi-year or even decades-long holds.
factualpending
Speaker
DavidEvidence Quote
“airports for example that's a pretty simple business they just benefit the more people that travel the more profit they make... it's easy for me to see how this business can keep growing at say 5% a year long term... airports typically there's one per city maybe two.”
Source
This Ex-Poker Pro Built a Hedge Fund by Betting Against Beta – David Orr on Asymmetric Bets— Odds on OpenCreated: 8/12/2026, 6:42:53 PM
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