External reports (aggregated public sources), Value Investors Club

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External reports (aggregated public sources)

Equity Bottom-Up

Marriott Vacations World / Equity Bottom-Up

<ul><li>Marriott Vacations Worldwide (VAC) reported positive results on February 21st, 2024, indicating a potential turnaround for the company.</li><li>Despite a challenging year in 2023, VAC's issues were temporary and offer an opportunity to invest in a growing business with a 10%+ free cash flow yield.</li><li>VAC is a leisure-focused timeshare business with a strong presence in the vacation ownership market, owning upscale resort brands and deriving 35% of adjusted EBITDA from recurring sources.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Marriott Vacations Worldwide (VAC) reported positive results on February 21st, 2024, indicating a potential turnaround for the company.Despite a challenging year in 2023, VAC's issues were temporary and offer an opportunity to invest in a growing business with a 10%+ free cash flow yield.VAC is a leisure-focused timeshare business with a strong presence in the vacation ownership market, owning upscale resort brands and deriving 35% of adjusted EBITDA from recurring sources.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Marriott Vacations Worldwide (VAC) - Thursday, Feb 22, 2024

We aggregate key quotes from earnings, The Transcript

The Transcript

We aggregate key quotes from earnings

Aggregate Key Quotes from Earnings

Thematic (Sector/Industry)

The economy is booming and everyone should enjoy it. The American economy is benefitting from tremendous amounts of pent-up demand and in some of the hardest-hit industries' activity is beginning to tick back up above 2019 levels. Along with that boom, there are clear signs of inflation and concerns about overheating. Even Janet Yellen seemed concerned for a few hours last week.

The economy is booming and everyone should enjoy it. The American economy is benefitting from tremendous amounts of pent-up demand and in some of the hardest-hit industries' activity is beginning to tick back up above 2019 levels. Along with that boom, there are clear signs of inflation and concerns about overheating. Even Janet Yellen seemed concerned for a few hours last week.

United States

Marriott Vacations Worldwide Corporation is a worldwide developer, marketer, seller and manager of vacation ownership resorts and vacation club, destination club and exchange programs, principally under the "Marriott" and "Ritz-Carlton" brands and trademarks, which we license from Marriott International and Ritz-Carlton.

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Marriott Vacations World (VAC US)

Marriott Vacations Worldwide (VAC) - Thursday, Feb 22, 2024

Marriott Vacations Worldwide (VAC) reported positive results on February 21st, 2024, indicating a potential turnaround for the company.

Value Investors Club

The Transcript 05.10.21: Pent-up Demand

The economy is booming and everyone should enjoy it. The American economy is benefitting from tremendous amounts of pent-up demand and in some of...

The Transcript

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