Holloway Lodging Corporation

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?

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