8/5/24 - $plya - Dip buying if/does $78/5/24 :: VROCKSTAR :: NASDAQ:PLYA
Dip buying if/does $7
- best in class all inclusive operator (properties, management)
- over 5% fcf (to EV) but half capital stack debt
- consumer probably delaying booking (so window probably doesn't look amazing) and in a seasonally slow period
- mgmt typicall