Core Insights - Poor stock performance often triggers activist campaigns, yet Norwegian Cruise Line and Tripadvisor show a stark contrast due to strong travel demand [1] Company Analysis - Norwegian Cruise Line is experiencing activist interest despite robust travel demand, indicating that stock performance does not align with market conditions [1] - Tripadvisor also reflects similar trends, suggesting that both companies are under scrutiny from activists despite favorable industry conditions [1] Industry Context - The travel industry is witnessing a surge in demand, which is not reflected in the stock performance of certain companies, highlighting a potential disconnect between market performance and operational success [1]

All right. So, give us a sense. Uh, we have the the data through Q3.What are we seeing in Q4 and what's the outlook for 2026. Are you expecting it to be another busy year for activist investors. >> Yeah, we do.Well, well, it's been it's been busy. Um, we expect there to be even busy in 2026. uh as as investors stop pouring money into Max 7 stocks like they have been which has been slowing down and they start looking for value and and frankly value stocks um we we we see activism a lot of good activist oppor ...