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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
New positions. We initiated two:...
— Arne Alsin
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Other investors who've written on Hyatt Hotels Corporation
Global hotelier Hyatt Hotels Corporation detracted from performance as investors grew concerned that higher oil prices, interest rates, and inflation could pressure consumers and travel budgets. However, consumer spending...
Shares of global hotelier Hyatt appreciated 34.9% and helped performance by 148 bps in the second quarter as revenue per available room (RevPAR) accelerated and management indicated they are seeing increased demand from franchisees for its brands. In addition, the...
Shares of global hotelier Hyatt declined 8.6% and hurt performance by 34 bps in the first quarter as investors were concerned with a potential deceleration in revenue per available room (RevPAR) growth due to the Middle East conflict as well as cartel uprisings in Mexico that could hurt travel to those parts of the world. However, according to...
More institutional theses from Nightview Capital
Tesla remains our largest position, at roughly 11% of the portfolio. The stock had...
Nvidia remains a core holding at nearly 10% of the portfolio, and we held our position essentially steady during the quarter. Its chips and...
We believe the world will want more than one major supplier of AI computing, and AMD is the most credible alternative at scale. Owning both gives...