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Recent Insights
In this post we address some of the major topics from Hindenburg’s short attack on Carvana.
We discuss the economics of Royal Caribbean’s private destination portfolio that should generate significant new demand in the vacation market and that will generate attractive revenue and earnings growth for at least the next 3-5 years.
In this post, we discuss how and why the cruise sector is outperforming other areas companies in the leisure and lodging sectors.