Michael Brown 4.6 2 ideas

CEO, Travel + Leisure
After 1 day
N/A
2/15 min ideas
After 1 week
N/A
2/15 min ideas
After 1 month
N/A
2/15 min ideas
1 winning  /  1 losing  ·  2 positions (30d)
Net: +1.8%
By sector
Stock
2 ideas +1.8%
Top tickers (by frequency)
BKNG 1 ideas
100% W +9.6%
TNL 1 ideas
0% W -5.9%
Best and worst calls
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.
TNL BKNG Bloomberg Markets Feb 19, 00:00
CEO, Travel + Leisure
Michael Brown (CEO, Travel + Leisure) | 2 trade ideas tracked | BKNG, TNL | YouTube | Buzzberg