Holloway Lodging Corporation
HHC
pitch
long
Guy Gottfried
Thesis
Holloway's recent acquisition of Royal Host presents a significant undervaluation opportunity. The market is currently pricing Holloway at 7.7x free cash flow based on trailing results, while peers trade at 11.7x. With ongoing cost-cutting measures and potential growth in free cash flow, the stock could trade at a much lower multiple, offering a substantial margin of safety for investors.
Did it work?
Not analyzed yet — run analysis from the issue page.
Raw excerpt
No raw excerpt stored.