Hyatt

0 statements across 0 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Jul 29, 2019 by Jon Harris · said 5 times in 4 episodes since 2019 · across every show →

Mentions by year

brought up most by Jon Harris (2), Rob Citrone (1), John Khoury (1), Barry Sternlicht (1)

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Everything said about Hyatt, oldest first

Jul 29, 2019 negative
Assertion Not checkable as stated
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…”
Jon Harris Jul 29, 2019 ▶ 40:20 Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)
Dec 1, 2025 bullish
Disclosure
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.”
John Khoury Dec 1, 2025 ▶ 24:51 John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
Dec 1, 2025 positive
Assertion Supported
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.”
John Khoury Dec 1, 2025 ▶ 45:44 John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
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