Deep Sail Capital on X
$HTZ Squeeze just doesn't want to give up. Now IBKR is completely out of borrow and borrow rate has ticked up to 24.8% https://t.co/GjLOXFCwA3
Sector
Travel & Leisure
Everything our editor has picked under this sector, best first.
199 stories
junkbondinvestor on X
Six Flags' stock is trading at its LOWEST level since the GFC...and its bonds are yielding as much as 13%. We're approaching $CRWV territory This is all on the back of the fatal coaster accident in Georgia in what was an already fragile situation. Don’t forget, legacy Six Flags filed for bankruptcy during the last financial crisis in 2009 My thoughts on how this situation could play out, what the docs allow, and cross cap stack rel val $FUN https://t.co/iIISfHsXSg
Deep Sail Capital on X
I’d throw out $JOBY, it’s still a legit company and leader in the EVTOL space with real catalyst ahead with Dubai commercial service is targeted for the end of 2026
flyExclusive: Sell Despite Strong Turnaround
FlyExclusive posted 22% Q2 revenue growth and a 20.4% gross margin, but negative free cash flow, net debt and preferred capital leave…
Dhierin Bechai 1 click
SPHR · long Sphere Entertainment CO
Sphere Entertainment is shifting from construction and startup spending to a high-margin, cash-generative venue-operator model, with…
Colin King on X
Not good for $FUN https://t.co/x8mOtJPthw
Ian Bezek on X
@POVMexico Tulum Airport was only built in 2024 as an AMLO pet project, minimal market demand. The hippies can go back to flying through Cancun Airport as they should. $asr
Barbarian Capital on X
United Airlines is making it harder to reach its top frequent flyer status in 2027 $UAL https://t.co/l8mOORDQMu
Barbarian Capital on X
Six Flags Closes Several Rides After Georgia Roller-Coaster Death $FUN stock did not like this https://t.co/JjSK2Xu12d
junkbondinvestor on X
Six Flags / $FUN's bonds getting absolutely rocked following the recent accident Long end unsecureds now yielding 12%+ https://t.co/XTKgwhN92S
AMADF · long Amadeus It Group SA
Amadeus IT Group turns long after shares fell more than 20% since a November short call.
Calvin Blissett on X
This one has been lurking on Joel Greenblatts magic formula for a while; I read this and am intrigued. Est 5x earnings with identifiable catalysts, pretty easy double using conservative multiples that don't credit growth. $TZOO https://t.co/mul6u2izKS
A Capital on X
If the $PPLI deal breaks, $MGM trades up, right?
Idea Brunch on X
Idea Brunch with Chris Colvin of @BreachInletCap Tickers discussed include $BKTI, $PRG, $BATRK, $LRN, and $HGV Enjoy! https://t.co/sY3RpWR3hz
junkbondinvestor on X
JetBlue secured notes reaching a new low. Nice. 19% YTW / 1408bps STW CUSIP: 476920AA1 $JBLU https://t.co/WUbotOv514
Consumer agents: an ethics race, a prisoner’s dilemma, and the obvious OTA short
Consumer agents create an ethics race among AI labs and a prisoner’s dilemma for retailers, with online travel agencies framed as an…
Cava Group: Buying The (Feta) Dip? (Ticker: CAVA)
Cava’s $3 million AUVs, 25.1% restaurant margins and sector-leading same-store sales support its expansion case as awareness rose from 40%…
Myles on X
@marketplunger1 Probably $ASR or $SPGI. I think reits like $CPT would be a decent shout too. Wild how many of the answers are stock promotions and pumps.
Barbarian Capital on X
"was responsible for 60% of passengers" American Airlines Is the Worst for Bumping Passengers. Now It Says It Will Stop. $AAL https://t.co/OHOufp53sL
ezCater and the Other Half of Uber's FCF
Uber’s $2.3 billion cash purchase of ezCater extends its buy-versus-build strategy and raises questions about the price and capital…
ELALF · long El Al Israel Airlines Ltd.
El Al Israel Airlines, $ELAL, cut costs 20% in its 2020 COVID restructuring and was taken over by U.S. investors.
Barbarian Capital on X
ezCater Uber to Expand Uber Eats Service with $2.3 Billion Acquisition of Catering Platform $UBER https://t.co/GLNGqBdsrO
RLJ Lodging Trust: Opportunity To Own A Quality Hotel Portfolio At Discount While Earning Dividends
RLJ Lodging Trust trades below book value, with positive FY26 FFO guidance and property conversions offset by elevated leverage risk.
Albert Anthony 2 clicks
Uber: Mispriced Growth Hiding In Plain Sight
Uber’s valuation is framed as undervaluing ride-hailing and robotaxi growth, while record institutional ownership offsets concerns over…
The J Thesis 3 clicks