One of my predictions for 2021 was that cruise line stocks would perform poorly as the year went along (see #7). My thinking was pretty simple: on an EV basis, cruise lines were already trading at valuations in line with their pre-pandemic levels. They were still going to be burning hundreds of millions a month […]
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later […]
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