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Strategies & Market Trends : Value Investing

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From: Harshu Vyas	7/11/2023 3:26:42 PM
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I also think you should look at travel - won't name any direct companies I own shares in. Expedia, Booking etc. aren't exactly value plays but travel demand is back. They are decent investments and these travel services can only really go up from here. The pandemic was the roughest it's ever going to get- it's true that this is getting priced in by the market but not efficiently. Trivago was a company I thought was undervalued but never bought simply because my broker doesn't allow me to buy shares in companies that aren't US/UK- based. Take CCL as travel proving v. profitable - I owned shares in April ( Carnival Corp (contrarianstocks.com)), sold in late June. Now, it's overvalued and I'm honestly considering shorting. Whilst they are selling tickets fantastically and securing deposits, they have an insane debt load that will be bloody tough to pay off. At the moment, the market doesn't care about that - but it will. You just can't ignore such a problem. The same goes for RCL, NCLH etc. Best, Harshu Vyas P.S - did own shares in Expedia. Sold today for a small profit because I found value elsewhere.

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