travel and leisure sector

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 2, 2020 by Mark Baumgartner · across every show →

Everything said about travel and leisure sector, oldest first

Apr 2, 2020 bullish
Opinion
Baumgartner: Travel and airline strategies offer double their pre-crisis expected return
“There are opportunities, especially in travel and leisure sector. It's been very, very affected. And in airlines, I There are some interesting strategies that probably have double the expected return that they had back in February, possibly double the expected…”
Mark Baumgartner Apr 2, 2020 ▶ 16:22 Mark Baumgartner – Allocating in a Crisis at IAS (Capital Allocators, EP.128)
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