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HOT

23 Mar 2016

Marriott Starwood Acquisition Update Call

by Scott Krisiloff | posted in: Notes | 0

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

Consumer, HOT, Lodging, MAR
10 Feb 2015

Starwood 4Q14 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

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

Consumer Discretionary, HOT, Lodging
11 Sep 2014

Starwood at Bank of America Lodging Conference Notes

by Scott Krisiloff | posted in: Notes | 0

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

Business Services, Consumer Discretionary, HOT, Lodging
25 Jul 2014

Starwood 2Q14 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

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

Business Services, Consumer Discretionary, HOT, Lodging
24 Apr 2014

Starwood 1Q14 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

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

Consumer Discretionary, HOT, Lodging
14 Feb 2014

Starwood 4Q13 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

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

Consumer Discretionary, Financials, HOT
13 Mar 2013

Starwood Analyst Day Notes March 2013

by Scott Krisiloff | posted in: Notes | 0

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

Business Services, Consumer Discretionary, HOT, Lodging

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