Calls
4
Michael Brown
CEO, Travel + Leisure
Win Rate
75.0%
return
+6.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 14
$748.73
+1.7%
With a sanguine inflation and earnings outlook for the second half, investors should start accumulating U.S. equities on pullbacks in preparation for gains in 2027.
Equity Indexes
Long
Jul 14
$57.08
+13.6%
Europe is stuck in a rut and cannot pass through higher oil costs, but large-cap value and early cyclicals like energy remain attractive. He would still be buying energy stocks.
Thematic ETFs
Long
Feb 19
$160.30
+22.6%
Travel + Leisure (TNL) sees no abatement in demand; high-income consumers ($100k+) are resilient. Booking (BKNG) beat gross bookings estimates. Despite macro noise, the "experience economy" is sticky. Timeshare owners (TNL) have prepaid, making them recession-resistant. The "Barbell Economy" favors premium travel providers as the wealthy continue to spend. LONG Travel names catering to the upper-middle class. A sharp rise in unemployment affecting the upper-middle class.
Travel + Leisure (TNL) sees no abatement in demand; high-income consumers ($100k+) are resilient. Booking (BKNG) beat gross bookings estimates. Despite macro noise, the "experience economy" is sticky. Timeshare owners (TNL) have prepaid, making them recession-resistant. The "Barbell Economy" favors premium travel providers as the wealthy continue to spend. LONG Travel names catering to the upper-middle class. A sharp rise in unemployment affecting the upper-middle class.
Gaming & Leisure
Long
Feb 19
$75.42
-11.8%
Travel + Leisure (TNL) sees no abatement in demand; high-income consumers ($100k+) are resilient. Booking (BKNG) beat gross bookings estimates. Despite macro noise, the "experience economy" is sticky. Timeshare owners (TNL) have prepaid, making them recession-resistant. The "Barbell Economy" favors premium travel providers as the wealthy continue to spend. LONG Travel names catering to the upper-middle class. A sharp rise in unemployment affecting the upper-middle class.
Travel + Leisure (TNL) sees no abatement in demand; high-income consumers ($100k+) are resilient. Booking (BKNG) beat gross bookings estimates. Despite macro noise, the "experience economy" is sticky. Timeshare owners (TNL) have prepaid, making them recession-resistant. The "Barbell Economy" favors premium travel providers as the wealthy continue to spend. LONG Travel names catering to the upper-middle class. A sharp rise in unemployment affecting the upper-middle class.
Gaming & Leisure
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Michael Brown has 4 trade ideas tracked on Buzzberg across 4 tickers since February 2026. Most covered: SPY, BKNG, XLE.
