A compounder gem for the "Experience Economy"

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A compounder gem for the "Experience Economy"

16 March 2021

The company featured in this report has no true comparable among travel-related stocks.

Over the past 43 years, it has carved out a unique position within its industry.

It benefits from a media partnership that also has no equal in this industry, and which no other travel company could replicate.

These assets are going to come to the fore soon.

COVID-19 has been a costly crisis for this cruise ship operator, but one that will ultimately prove a boon for its future. The market won't be seeing it as a cruise ship operator for much longer, but as something entirely different.

Its founder and major shareholder has a decades-long track record for turning crisis into opportunity. Each time the company hit a major crisis, it has come back only stronger.

It has just become obvious (to me, at least) that the company has a roaring 2020s ahead of itself. Two thirds of its clients are millionaire baby boomers, and this particular client group will now look to spend even more money (and faster) than before the pandemic. In any case, it'll have a roaring second half of 2021 and 2022 – based on recent figures confirmed by the company.

I believe the stock will soon be recognised as benefitting from the post-pandemic Zeitgeist, and the new trend of "revenge travel". Obviously, not everyone will agree with me. Which is the point of the exercise!

If you believe that we are caught in a forever-loop of pandemic and lockdowns, this stock won't be for you.

For those seeking to benefit from the world reopening for business and the rapid growth of the exclusive end of the "Experience Economy", this experiential travel company could be a clever investment for the remainder of 2021 and many years to come.

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|  What readers said about this report

Manuel P.
March 2021

Great report about XXX*, I had never heard about them but I think it's one of your best reports so far alongside XXX*. As you point out their business model is very solid and they are in a great spot to benefit from new market trends in the post-COVID world.

* Company name not disclosed, Undervalued-Shares.com

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