asset-light business model
Search documents
These Analysts Boost Their Forecasts On Marriott International Following Q4 Results
Benzinga· 2026-02-11 18:31
Marriott International (NASDAQ:MAR) reported better‑than‑expected fourth‑quarter sales results and issued strong first‑quarter adjusted EPS guidance on Tuesday.Marriott reported adjusted earnings of $2.58 per share, coming in slightly below the $2.61 analysts expected, but still up from $2.45 a year earlier. Revenue came in at $6.69 billion, edging past estimates and rising more than 4% year-over-year.Looking ahead, Marriott expects first‑quarter 2026 earnings of $2.50 to $2.55 per share, versus Wall Street ...
Yum! Brands Is Priced For Perfection In An Imperfect World
Seeking Alpha· 2025-06-30 21:05
Group 1 - The article highlights the attractiveness of companies like Yum! Brands that utilize an asset-light business model, which can result in significant growth rates, reduced risks, and predictable cash flows [1] Group 2 - Philipp is characterized as a seasoned value investor with nearly 20 years of experience, focusing on undervalued companies that provide a significant margin of safety, leading to appealing dividend yields and returns [2] - The investment strategy is global, not limited to specific sectors or countries, but emphasizes a thorough understanding of the companies for assessing future growth potential [2] - Philipp shows particular enthusiasm for companies with a solid earnings track record that are trading at less than 8 times free cash flow, which is reflected in his username [2]