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><p><em>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.</em></p>

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