Weekend Digest #288: (Airports, Endava, Buy & Hold Purchases)
Airports taking off, Endava earnings, and a detailed look at this month's buy-and-hold purchases.
Summary
Endava: Decent quarter, solid 2025 guidance, reiterate positive outlook.
Airport stocks surge following my recent sector deep-dive; updating on the Argentina/CAAP thesis.
Buy & Hold portfolio purchases for September: Includes detailed comments on WASH, TFSL, CMCO, and GPN.
Endava: In-Line Earnings, Solid 2025 Guide, Reiterate Strong Buy
Endava (NYSE:…
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