Maxioms by Jason Ader
The hotel business is on fire. I mean, you look at every major city, and the Four Seasons continues to read more
The hotel business is on fire. I mean, you look at every major city, and the Four Seasons continues to widen its gap over Ritz-Carlton and other premium brands that are out there. But the reality is, you know, the stock is trading at a huge valuation multiple, over 20 times cash flow.
We definitely expected more consolidation in the industry, although it is always hard to imagine a deal of this magnitude. read more
We definitely expected more consolidation in the industry, although it is always hard to imagine a deal of this magnitude. Mirage's management has underperformed and the stock has languished recently, making it a great opportunity for MGM Grand. But this will have to be a friendly deal if it has a shot of working.
We're all looking at Disney's numbers and particularly what they said about weakness in the current quarter and it's got read more
We're all looking at Disney's numbers and particularly what they said about weakness in the current quarter and it's got the investment community spooked about a decline in demand overall.
They believe in their heart of hearts that their comprehensive plan is going to do more than Hilton's $70 per read more
They believe in their heart of hearts that their comprehensive plan is going to do more than Hilton's $70 per share.
Right now, I think Hilton has clearly put a wrench in the process by offering $70 per share.
Right now, I think Hilton has clearly put a wrench in the process by offering $70 per share.
