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Strategies & Market Trends : Value Investing

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To: Sean Collett who wrote (78655)	12/3/2025 2:18:29 PM
From: Madharry	of 78749

suggest you read write up at VIC> free to join. you are right about 2023 being a much better time. but i had no confidence then that we would not see another devastating wave of covid. In a nutshell already cheaper than other cruise lines. next year estimated pe to be under 9. four more cruise ships will be joining the fleet soon. market is an oligopoly and it takes 4 years to build a new ship so supply is somewhat constrained. small position for me anyhow. But fits into model of low pe, high end consumer, inflation protection.

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