Hyatt Hotels: Still Years Of Asset-Light Earnings Growth Ahead (NYSE:H)
Core Viewpoint - The article expresses a bullish outlook on Hyatt Hotels, emphasizing its long-term growth potential due to an industry-leading pipeline and a shift towards a fee-based, asset-light business model [1]. Company Analysis - Hyatt Hotels has been rated a "Buy" for nearly three years, with a focus on its sustainable high-quality earnings [1]. - The company is noted for its increasing fee-based revenue model, which is less reliant on asset ownership, enhancing its financial flexibility [1]. Investment Strategy - The investment approach highlighted is a long-term, buy-and-hold strategy, particularly favoring stocks that can consistently deliver high-quality earnings [1].