Brett_Hondow/iStock Editorial via Getty Images Introduction We think Party City Holdco Inc. (NYSE:PRTY) is the perfect 2022 reopening play. We believe the business is now comping up 3-5% versus 2019 and beating Q1 consensus expectations […]
karandaev/iStock via Getty Images The hotel sector has always fascinated me and perhaps it’s because I watched my grandfather become wealthy by developing motels in Myrtle Beach, SC. As a kid, I remember playing at […]
ThitareeSarmkasat/iStock via Getty Images Amid the ongoing housing shortage, rents for all types of housing are skyrocketing. American Homes 4 Rent investor presentation Supply continues to be constrained by rising labor and materials costs, impact […]
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