Category: Hotels
Hospitality — still on the rise
PAPA JOHNS : 2nd Avatar
Hourly rent : Disruption
QSR : Impact start showing up
Looks better to stay away from QSR companies like Sapphire, Devyani, Zomato, Jubilant food
Dated 25-feb-23
Dated 25Apr-23 –Decision paid off well –even in the recent rally , these stocks did not run
Time is coming to accumulate slowly after one correction
Rentals
ITC :Value trap or Value buy
Recently there is lot of debate among seasoned investors whether one should buy ITC or not. There seems to be two groups and one will win and brag about it for sure!! Watch out
One group heavily invested from past few years and increasingly purchasing shares recently and in the process justifying their decision that good companies come back strongly
Other group is constantly pushing the value bar towards low and in the process strengthening the bear cartel for ITC.
Time will tell which group survives and thrives but for our readers i compiled few amazing threads on same. Read and let us know which camp do you support? and why?
In case you have any questions/ queries, please feel free to reach me through Contact Form
Do spread the word among your peers, family members or anyone who can benefit from this blog and asked them to subscribe. But be selfish and take care of yourself first by subscribing before they do.
Enjoy the day and your life. Don’t forget, we are alone in this grand universe and may not get a chance to live again.
Weekday Hookup : Apr 13, 2020
HookUp: 13 April, 2020
Hotel Industry; Video conferencing; Howard Marks Memo
Stocks: Calibrating (HowardsMarksMemo)
Digital Trends : Best options for video conferencing (Digital)
Sector Watch/ Hotel Industry: Corona impact on hotel industry (OB)
In case you have any questions/ queries, please feel free to reach me through Contact Form
Do spread the word among your peers, family members or anyone who can benefit from this blog and asked them to subscribe. But be selfish and take care of yourself first by subscribing before they do.
Enjoy the day and your life. Don’t forget, we are alone in this grand universe and may not get a chance to live again.