Viking Holdings: Valuation Is Rich

Core Viewpoint - Viking Holdings (NYSE: VIK) has been previously rated as a hold due to concerns regarding the FY26 outlook, particularly in pricing trends and net yield growth [1] Company Analysis - The latest 2Q25 results have not been detailed in the provided content, but the previous concerns about pricing trends and net yield growth remain significant for the company's future performance [1] Investment Approach - The investment strategy discussed includes a combination of fundamental investing, technical investing, and momentum investing, indicating a diversified approach to capital management [1]