Andrew Walker of Yet Another Value Podcast interviews Team Amadeus, finalists in the Pershing Square Challenge, who pitched Amadeus (AMS), a company in the travel technology sector. The discussion touches on Amadeus's recent 30% stock decline, its perceived AI-proof nature in the SaaS landscape, and a significant investment by Constellation Software in a competitor, Sabre.
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Pershing Square Challenge 2026 finalists pitch Amadeus $AMS | the toll booth on global travel
Jun 4, 2026
Andrew Walker of Yet Another Value Podcast interviews Team Amadeus, finalists in the Pershing Square Challenge, who pitched Amadeus (AMS), a company in the travel technology sector. The discussion touches on Amadeus's recent 30% stock decline, its perceived AI-proof nature in the SaaS landscape, and a significant investment by Constellation Software in a competitor, Sabre.
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