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The Contrarian Investor Podcast

Jun 17, 2019

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 U.S. But this week's guest, Michael Kahan of North Peak Capital Management, likes one particular stock in the sector -- and tells us exactly why.

Content: The value proposition (2:33), the stock (3:15), drivers of revenue growth and performance during recessions (6:00), more on the hedge fund (16:30), entry points (19:35).

For more on North Peak Capital: