Featuring hedge fund manager Michael Kahan of North Peak Capital
Shares of timeshare companies have not done particularly well lately. That is understandable considering the options investors have elsewhere as well as the state of the economic cycle in the US.
This week’s guest, Michael Kahan of North Peak Capital Management, likes one particular stock in the sector. Content: The value proposition (2:33), the stock (3:15), drivers of revenue growth during recessions (6:00), more on the hedge fund (16:30), entry points (19:35).