NCLH or her grandma Saga?
Norwegian Cruise Line’s $15 billion debt and 2026-27 capex delay deleveraging, despite fuel-efficient new ships and stronger projected 2028…
NYSE
Norwegian Cruise Line Holdings Ltd.
NCLH
1 story
$7.1B Market cap · 2026-10-08
Investor Letters
Letters that discuss NCLH.
- Patient Capital Management 1Q26 Portfolio Activity & Attribution 1Q26 ADBE $90BCHYM $11BIBIT $173B
- Patient Capital Management Samantha's Quarterly Letter 1Q25 NVDA $5.8TAMZN $2.7TDAL $54B
- Patient Capital Management 4Q24 Portfolio Activity and Attribution 4Q24 COIN $47BCROX $5.5BCVS $112B
- Patient Capital Management 3Q25 Portfolio Activity & Attribution 3Q25 PGEN $2.8BBABA $270BCROX $5.5B
