The Transcript 05.10.21: Pent-up Demand
The economy is booming and everyone should enjoy it. The American economy is benefitting from tremendous amounts of pent-up demand and in some of...
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Airbnb IPO Valuation Analysis
Our base case valuation of Airbnb suggests an implied market cap of $45.0 billion ($64.3 per share), which would represent a 29% upside from the...
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Trip.com - Kung Flu
Trip.com Should Continue to Sell Off: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread beyond...
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U.S. Equity Strategy: Taking a Breather
As the broad market takes a breather, the weight of the evidence continues to support our belief that we are in the early stages of a broad-based...
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Actionable Pullback Opportunities Within Hotels & Resorts; It’s Time to Check In.
We first began highlighting Group CD-20 Hotels & Resorts, Large/Mid-Cap in our 2/20/19 Compass, noting that the Group displayed bottoming price...
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