Hyatt Hotels Corporation

H position long Craig Effron

Thesis

Hyatt was one of the potential buyers for Starwood Hotels, which suggests it could benefit from the acquisition and potentially see an increase in value as the deal progresses.

Did it work?

inconclusive confidence: low

Without specific price performance data or a defined time frame since the pitch, it's unclear whether Hyatt's potential acquisition of Starwood Hotels has positively impacted its stock value. The thesis suggests a benefit from the acquisition, but without further information, we cannot determine if this has materialized.

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