Carnival Corporation has delivered an astonishing run in the share price this year, as cruises have started to show signs of recovery. But do shareholders still have enough of the economics to justify this, or have the bankers taken the lion's share?
Topgolf Callaway is the victim of a risky and questionable strategy to focus on rolling out entertainment venues with unproven economics. Underperformance vs. its major competitor has been significant, but will this change?
Use the podcast player below to listen to our discussion on Airbnb and its Q1’22 result, which accompanies the detailed write-up below: (Date of report: 1 June 2022) Airbnb is about so much more than sharing someone’s apartment in New York. The company was born in the Global Financial Crisis and has survived Covid, confirming the strength of an asset-light platform that manages to become a verb. Airbnb has never made an annual profit, yet it has a market cap of over $76 billion. Travel is in vogue right now in the markets and Airbnb seems better off in inflationary times [...]
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