Arne Sorenson We think we can accelerate unit growth “On Unit Growth Opportunity, we think there are a number of places where we can accelerate growth in the Starwood portfolio, first we should commend the Starwood team for the growth … Continued
Each week I read dozens of transcripts from earnings calls and presentations as part of my investment process. Below are some of the most important quotes about the economy and industry trends from the transcripts that I read this week. … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha Cyclicality of business is … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha Record occupancy in North … Continued
A digest of some of the top insights that I’ve gathered from this week’s earnings calls. Full notes can be found here. Mature markets continue to show steady improvement “This year’s begun pretty much along the same trend line that … Continued
A digest of some of the top insights that I’ve gathered from this week’s earnings calls. Full notes can be found here. North America recovery continued unabated “The lodging recovery in North America continued unabated, driven by strong corporate transient … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. The quotes are generally pieces of information that I find interesting or … Continued