DiscoverThe SOIC PodcastA Hidden Monopoly Industry: The Airport Business Explained
A Hidden Monopoly Industry: The Airport Business Explained

A Hidden Monopoly Industry: The Airport Business Explained

Update: 2025-11-23
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In this episode, we break down the airport operators industry — a toll-road style business with high entry barriers, predictable cash flows, and long-term growth potential. We explore global case studies, India’s aviation value chain, and a deep dive into key companies. We also cover revenue models, valuations, risks, and the future outlook of the sector. If you’re interested in asset-heavy businesses and long-term compounding themes, this episode is for you.

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A Hidden Monopoly Industry: The Airport Business Explained

A Hidden Monopoly Industry: The Airport Business Explained

SOIC: School of Intrinsic Compounding