Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Madharry who wrote (78654)	12/3/2025 12:38:08 PM
From: Sean Collett	Read Replies (2) of 78748

RE: Cruises Wasn't the time to buy cruise lines back when Harshu was writing about $CCL (2023?) and the cruises bounced back? NCLH is down from their 52-week high and but have cruise revenues stabilized already? I see they're opening the new Philly port, but how much EBIT does this create do you estimate? Most of these cruise lines carry an EV/EBITDA of 12-14x so how much room do you expect this one to grow at over next five years? $NCLH is a bit lower at 9.2x today. I don't read VIC so apologies if covered in there, but curious what the value case is. Happy Investing, Sean

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next