When I asked Certares founder and legendary travel industry investor Greg O’Hara where he would invest outside Western Europe at Skift’s Transatlantic Summit in Dublin on October 15, he answered without hesitation.
“The superstar, without even thinking about it, is Poland.”
He had several reasons, and moved quickly between them.
“You look at every number in Poland; they've got the workforce, they've got the age, they have the ability because they have their own currency to control monetary policy, interest rate policy, all kinds of different things. They've got great engineers, great training. Look at where everyone invests; it's Poland.”
He returned to the country later in the conversation, this time talking about connections.
“Poland also is going to be the center of high-speed rail in Europe,” he said, pointing to spending on rail, stations, and airports.
His endorsement made me curious. O’Hara spends