Royal Caribbean: Margin Expansion Will Drive Shares Higher

I am the founder and senior analyst of Unit Economics, a Rhode Island based independent research firm for institutional investors. Prior to founding Unit Economics, I was an analyst at Noble Partners, a global macro long/short hedge fund.At Unit Economics, we integrate top-down macro/thematic research with bottoms-up stock selection, utilizing a fundamentally-oriented "unit economics" approach to model and forecast company financials. We strongly believe earnings estimate revisions are a key driver of share ...