Hyatt
other on 1 show · 0 statements across 0 episodes
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Capital Allocators 5
2025 1 mention in 1 episode
2022 1 mention in 1 episode
2021 1 mention in 1 episode
2019 2 mentions in 1 episode
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3 statements about Hyatt, every show
Khoury: Hyatt Shifted from 70% Owned Real Estate to 80% Management Fees
“Hyatt, when they came public, they owned 70% real estate and generated 30% of their income from management franchise. Today, it's 80% management franchise and 20% owned and leased.”
Khoury: Long Pond Rotated Into Hard-Hit Compounders Like Hyatt
“In the case of Liberation Day, A lot of what we did was sell stocks that were down a little to buy stocks that were down a lot that had these compounding characteristics like Hyatt.”
Jon Harris forced a $3.5B fund manager to stop expensing travel
“Another manager had gotten up to about three and a half billion, was charging travel, and I said, Listen, we are big fans of Hyatt, so here's my Hyatt number, and if we're paying for the rooms, use my Hyatt courtesy number so I get the points, because those ar…”