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Voss Value Fund's investment thesis on Playa Hotels & Resorts ($PLYA) — Q1 2023 | Buyside Digest

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$PLYANASDAQPlaya Hotels & Resorts

BULL

Voss Value Fund—PLYA

Fund Letter

Q1 2023

Published May 16, 2023

View Fund Profile

Price pending

—

—Pitched

Pending market quote

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Playa Hotels and Resorts is the sole publicly traded all-inclusive resort operator, currently trading at an attractive 2018-era valuation despite improved fundamentals and surging travel demand in Mexico and the Caribbean. Management is actively...

— Travis Cocke

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Voss Value Offshore FundBULL

Pitched May 16, 2023

Playa Hotels & Resorts is an all-inclusive resort operator trading at its 2018 valuation despite prior capital investments now bearing fruit. The company is...

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