Search: MAR - Buzzberg

Date	Ticker	Price	Dir	Speaker	Thesis	Source
Feb 18	MAR	$356.00 $356.00 +0.0%	N/A	Finnhub News	—	Finnhub - MAR Alterra Mountain Company Appoints David Fluec...
Feb 18	MAR	$356.00 $356.00 +0.0%	N/A	Finnhub News	—	Finnhub - MAR Prominent Miami resort files for Chapter 11 b...
Feb 18	MAR	$356.00 $356.00 +0.0%	N/A	Finnhub News	—	Finnhub - MAR Marriott International (MAR) is a Great Momen...
Feb 18	MAR	$356.00 $356.00 +0.0%	N/A	Finnhub News	—	Finnhub - MAR 4 Consumer Discretionary Stocks to Buy as Inf...
Feb 18	MAR	$356.00 $356.00 +0.0%	N/A	Finnhub News	—	Finnhub - MAR AWH Partners purchases Hotel Trio Healdsburg ...
Feb 17	MAR	$359.94 $356.00 -1.1%	LONG	Willy Walker CEO, Walker & Dunlop	"Today, this place [large convention hotel] is operating, I'm assuming, extremely well." Post-pandemic recovery in group travel and conventions has fully materialized, restoring profitability to large-scale hospitality assets. Long major hospitality chains/REITs focused on business and convention travel. Corporate travel budget cuts in a recession.	CNBC Property Play: Scenes from a CRE finance conf...
Feb 17	MAR	$359.94 $356.00 -1.1%	N/A	Finnhub News	—	Finnhub - MAR AWH Partners Acquires All-Suite Hotel Trio in...
Feb 17	MAR	$359.94 $356.00 -1.1%	N/A	Finnhub News	—	Finnhub - MAR 5 Must-Read Analyst Questions From Marriott’s...
Feb 16	MAR	$353.89 $356.00 +0.6%	N/A	Finnhub News	—	Finnhub - MAR Here's How Much a $1000 Investment in Marriot...
Feb 16	MAR	$353.89 $356.00 +0.6%	N/A	Finnhub News	—	Finnhub - MAR Are Wall Street Analysts Predicting Marriott ...
Feb 16	MAR	$353.89 $356.00 +0.6%	N/A	Finnhub News	—	Finnhub - MAR Marriott Board Change Raises Questions On Inc...
Feb 15	MAR	$353.89 $356.00 +0.6%	N/A	Finnhub News	—	Finnhub - MAR From Hyatt to Holiday Inn, America's free hot...
Feb 14	MAR	$353.89 $356.00 +0.6%	LONG	Christophe Dubi Olympic Games Executive Director, IOC	The 2026 Winter Olympics will generate a "4.5 billion economic impact" with fresh injections of private money into sponsorship and ticketing. The Olympics serve as a hard catalyst for tourism and infrastructure. High-end hospitality chains will see increased pricing power (RevPAR) as the "new wealthy" residents and Olympic tourists converge on the city. LONG. The "influx of affluence" requires high-end accommodation and services. Cost overruns on Olympic infrastructure or logistical failures during the games.	Bloomberg Markets Why The Ultra Rich Are Moving to Milan
Feb 13	MAR	$353.89 $356.00 +0.6%	N/A	Finnhub News	—	Finnhub - MAR Marriott (MAR) Upgraded to Buy: Here's Why
Feb 13	MAR	$353.89 $356.00 +0.6%	N/A	Finnhub News	—	Finnhub - MAR Consumer Sentiment Hits 6-Month High: 4 Discr...
Feb 13	MAR	$353.89 $356.00 +0.6%	N/A	Finnhub News	—	Finnhub - MAR Zacks Investment Ideas feature highlights McD...
Feb 13	MAR	$353.89 $356.00 +0.6%	N/A	Finnhub News	—	Finnhub - MAR 3 Hyped Up Stocks We Think Twice About
Feb 12	MAR	$355.08 $356.00 +0.3%	N/A	Finnhub News	—	Finnhub - MAR Marriott International Declares Quarterly Cas...
Feb 12	MAR	$355.08 $356.00 +0.3%	N/A	Finnhub News	—	Finnhub - MAR Marriott Board Change Puts ESG Oversight And ...
Feb 12	MAR	$355.08 $356.00 +0.3%	N/A	Finnhub News	—	Finnhub - MAR Noble Appoints Omar Mont-Louis as Director of...
Feb 12	MAR	$355.08 $356.00 +0.3%	N/A	Finnhub News	—	Finnhub - MAR Here's How Much $1000 Invested In Marriott In...
Feb 12	MAR	$355.08 $356.00 +0.3%	N/A	Finnhub News	—	Finnhub - MAR Marriott International Has Already Overstayed...
Feb 12	MAR	$355.08 $356.00 +0.3%	N/A	Finnhub News	—	Finnhub - MAR Marriott International's Asia Pacific Excludi...
Feb 10	MAR	$359.35 $356.00 -0.9%	LONG	Josh Brown CEO, Ritholtz Wealth Management	Despite "consumer cracking" narratives, high-end travel remains robust. Brown notes people are "crisscrossing the country" and JPM data shows no explosion in credit card delinquencies. The recovery is K-shaped. While low-end retail misses, the upper-middle class (the target demo for Hilton/Marriott) continues to spend on experiences. If the consumer were truly broken, travel would collapse before retail; it hasn't. Long premium hospitality chains as a play on the resilient, wealthy consumer. A sudden spike in unemployment affecting the white-collar sector.	CNBC Here's how to trade the surge in stocks
Feb 10	MAR	$359.35 $356.00 -0.9%	LONG	Anthony Capuano CEO, Marriott International	Regarding the 2026 World Cup, "The data [FIFA] shared about the volume of ticket requests and the bookings they've seen... bodes quite well." We are currently in 2026 (per transcript context). The CEO is signaling strong forward booking data specifically tied to the World Cup. This is a massive demand shock for host cities. Travel aggregators (Booking/Expedia) and hotel chains with heavy footprints in host cities will see pricing power spikes. Long travel stocks with exposure to 2026 World Cup host cities. Geopolitical disruptions or event cancellations.	CNBC Marriott CEO Anthony Capuano: The K-shaped ec...
Feb 10	MAR	$359.35 $356.00 -0.9%	LONG	Anthony Capuano CEO, Marriott International	Marriott issued solid 2026 guidance, beat on RevPAR, and noted that "Luxury was a real highlight... with luxury RevPAR up globally over 6%." Despite missing earnings expectations, the market is rewarding the revenue beat and the forward guidance. The CEO confirms that the high-end consumer is prioritizing experiences despite economic headwinds. The "K-shaped" strategy (winning on Luxury while expanding into Midscale) provides a hedge against a slowing middle-class economy. Long Marriott as a best-in-class operator navigating the K-shaped recovery effectively. Continued weakness in US business transient travel or a broader recession impacting the midscale consumer.	CNBC Marriott CEO Anthony Capuano: The K-shaped ec...

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