Independent in-depth research from Finimize, Finimize

Finimize Research

Independent in-depth research from Finimize

Finimize

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Thematic (Sector/Industry)

<ul>
<li>The US economy’s resilience hasn’t come from the many – it’s come from the top 10% as the “wealth effect” from rising asset prices has boosted spending.</li>
<li>But it works in reverse too.  Since the richest make up nearly half of America’s consumer spending, that could lead to a serious economic fallout.</li>
<li>It’s worth considering protecting your portfolio. I’ve pulled together one list of companies that should do well and another that could suffer from the change in climate.</li>
</ul>


The US economy’s resilience hasn’t come from the many – it’s come from the top 10% as the “wealth effect” from rising asset prices has boosted spending.
But it works in reverse too.  Since the richest make up nearly half of America’s consumer spending, that could lead to a serious economic fallout.
It’s worth considering protecting your portfolio. I’ve pulled together one list of companies that should do well and another that could suffer from the change in climate.


A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Vail Resorts Inc. released its fiscal 2024 year-end financial results, presenting a mixed picture of strengths and challenges.</li><li>The company's performance was shaped by several macro factors and internal strategic initiatives that potential investors should closely consider.</li><li>Positives from the results include the company's stability and resilience, primarily driven by its advance commitment strategy, which continues to perform robustly despite adverse external conditions.</li></ul>

Vail Resorts Inc. released its fiscal 2024 year-end financial results, presenting a mixed picture of strengths and challenges.The company's performance was shaped by several macro factors and internal strategic initiatives that potential investors should closely consider.Positives from the results include the company's stability and resilience, primarily driven by its advance commitment strategy, which continues to perform robustly despite adverse external conditions.

Vail Resorts Inc: The Tale Of The Transformation Occurring Through  Operational Efficiency! - Major Drivers

<ul><li>Vail Resorts recently presented its fiscal third quarter 2024 results, marked by mixed financial performance amid challenging weather conditions across its North American resorts during the majority of the 2023-2024 ski season.</li><li>Despite these challenges, the company achieved growth in net revenue and reported EBITDA to record levels for the quarter, as it continued to benefit from its advanced commitment products, operational effectiveness, and increased ancillary spending per visitor in its ski schools, dining, and rental services.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Vail Resorts recently presented its fiscal third quarter 2024 results, marked by mixed financial performance amid challenging weather conditions across its North American resorts during the majority of the 2023-2024 ski season.Despite these challenges, the company achieved growth in net revenue and reported EBITDA to record levels for the quarter, as it continued to benefit from its advanced commitment products, operational effectiveness, and increased ancillary spending per visitor in its ski schools, dining, and rental services.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Vail Resorts Inc.: Diversified Geographic Footprint Expansion & Other Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>Vail Resorts has underperformed benchmarks in the past but is now poised for a turnaround</li><li>The company has expanded its portfolio to 41 strategically located destinations and increased EBITDA and revenue by over 50% since 2018</li><li>Despite increased leverage from acquisitions, the management team has effectively managed disruptions to the business and presents an attractive investment opportunity with potential for growth</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Vail Resorts has underperformed benchmarks in the past but is now poised for a turnaroundThe company has expanded its portfolio to 41 strategically located destinations and increased EBITDA and revenue by over 50% since 2018Despite increased leverage from acquisitions, the management team has effectively managed disruptions to the business and presents an attractive investment opportunity with potential for growthThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Vail Resorts Inc (MTN) - Tuesday, Feb 13, 2024

<ul><li>This is our first report on Vail Resorts.</li><li>The company' fiscal 2024 second quarter results, presented during their recent earnings call, reflect a business model demonstrating resilience despite unfavorable conditions across its North American resorts.</li><li>There was approximately 42% lower snowfall across their Western North American resorts compared to the same period in the previous year.</li></ul>

This is our first report on Vail Resorts.The company' fiscal 2024 second quarter results, presented during their recent earnings call, reflect a business model demonstrating resilience despite unfavorable conditions across its North American resorts.There was approximately 42% lower snowfall across their Western North American resorts compared to the same period in the previous year.

Vail Resorts: Initiation Of Coverage - Its Dynamic Pricing Strategy & High Customer Loyalty Are Potential Game Changers! - Major Drivers

United States

Vail Resorts, Inc. operates resorts in Colorado.  The Company's resorts include Vail Mountain, a ski mountain complex, and Beaver Creek Resort, a family oriented mountain resort.  Vail Resorts also operates Breckenridge Mountain, a destination resort with apres-ski activities, and Keystone Resort, a year-round family vacation destination.

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Vail Resorts (MTN US)

A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

The top 10% account for around 50% of consumer spending in the US. This insight looks at the sectors and companies that could win and lose from the...

Finimize Research

Vail Resorts Inc: The Tale Of The Transformation Occurring Through Operational Efficiency! - Major Drivers

Vail Resorts Inc. released its fiscal 2024 year-end financial results, presenting a mixed picture of strengths and challenges. The company's...

Baptista Research

Vail Resorts Inc.: Diversified Geographic Footprint Expansion & Other Major Drivers

Vail Resorts recently presented its fiscal third quarter 2024 results, marked by mixed financial performance amid challenging weather conditions...

Baptista Research

Vail Resorts Inc (MTN) - Tuesday, Feb 13, 2024

The company has expanded its portfolio to 41 strategically located destinations and increased EBITDA and revenue by over 50% since 2018

Value Investors Club (VIC)

Vail Resorts: Initiation Of Coverage - Its Dynamic Pricing Strategy & High Customer Loyalty Are Potential Game Changers! - Major Drivers

This is our first report on Vail Resorts. The company' fiscal 2024 second quarter results, presented during their recent earnings call, reflect a...

Baptista Research

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