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Dropping Hotel Equity Research Coverage - Dropping...
Dropping Hotel Equity Research Coverage - Dropping Research Coverage of CHH, HLT, H, MAR & WH
10-4-2021
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H: Hyatt - Acquisition & Sell Down Program All...
H: Hyatt - Acquisition & Sell Down Program All Positives, but w/ Limited Financial Disclosure & E...
8-16-2021
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Lodging Model Updates - CHH & HLT Model Updates
Lodging Model Updates - CHH & HLT Model Updates
8-10-2021
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MAR: Marriott - Solid Recovery Progress, But Largely...
MAR: Marriott - Solid Recovery Progress, But Largely Expected & Needed to Support Current Valuati...
8-3-2021
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HLT: Hilton - Recovery Momentum Solid and Unit Growth...
HLT: Hilton - Recovery Momentum Solid and Unit Growth Near Best-in-Class, But Shares Fully Valued...
7-29-2021
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WH: Wyndham - Solid 2Q Beat – Even Excluding the...
WH: Wyndham - Solid 2Q Beat – Even Excluding the Marketing Fund Tailwind; Discount to the Peer Gr...
7-29-2021
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May Short-term Rental KPIs (Short-term Rental Demand...
May Short-term Rental KPIs (Short-term Rental Demand Appears Here to Stay, but for Price Consciou...
6-17-2021
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Hyatt (Positive News Out of Chi-town, but Staying on...
Hyatt (Positive News Out of Chi-town, but Staying on the Sidelines with the Shares Fully Valued)
6-8-2021
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Airbnb (Airbnb Going After Sonder through a Partnership...
Airbnb (Airbnb Going After Sonder through a Partnership with RealPage )
6-4-2021
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Booking Holdings (ICYMI - BKNG Returning $110MM in...
Booking Holdings (ICYMI - BKNG Returning $110MM in Government Assistance)
6-4-2021
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The Next Short-term Rental Debate: Fees (Short-term...
The Next Short-term Rental Debate: Fees (Short-term Rental Fees Making It Increasingly More Econo...
6-3-2021
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ABNB: Airbnb - Nifty Features Rolled Out, but Nothing...
ABNB: Airbnb - Nifty Features Rolled Out, but Nothing Directly Addresses the Supply Crunch the Co...
5-24-2021
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Checking Out of 1Q Earnings Season - Hotel Edition -...
Checking Out of 1Q Earnings Season - Hotel Edition - Wyndham Still Our Top Hotel Pick; Rest of th...
5-19-2021
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ABNB: Airbnb - Solid 1Q Print; Upward GBV, Revenue and...
ABNB: Airbnb - Solid 1Q Print; Upward GBV, Revenue and EBITDA Revisions Coming, but Valuation Con...
5-14-2021
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EXPE: Expedia Group - Solid Print; Vrbo Poised to...
EXPE: Expedia Group - Solid Print; Vrbo Poised to Continue Taking Share in Coming Quarters; Reite...
5-7-2021
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H: Hyatt - Improving Fundamentals Encouraging, But...
H: Hyatt - Improving Fundamentals Encouraging, But Valuation Keeps Us Sidelined
5-6-2021
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BKNG: Booking Holdings - Mixed Print; Expect Investors...
BKNG: Booking Holdings - Mixed Print; Expect Investors to Look Past an Underwhelming 2Q EBITDA Gu...
5-6-2021
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HLT: Hilton - Improving Fundamentals Welcomed, but With...
HLT: Hilton - Improving Fundamentals Welcomed, but With Little to No Incremental NT Catalysts to ...
5-5-2021
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The Battle for Short-term Rental Supply - Vrbo Punching...
The Battle for Short-term Rental Supply - Vrbo Punching Well Above its Weight Class with Ads Dire...
5-4-2021
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trivago - Positive & Negative Sector Readthroughs...
trivago - Positive & Negative Sector Readthroughs from the 1Q Print
5-3-2021

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