Sean Jenkins @HedgeyeGLL Twitter profile

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Sean Jenkins

10 months

Always fun, always high energy, always coaching, and forever my mentor and great friend. Thank you, Todd, for everything. May God bless Todd and his entire family ❤️

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Sean Jenkins

@HedgeyeGLL

10 months

Tragic News About Todd Jordan – My Friend & Mentor

Hedgeye

@Hedgeye

10 months

In Memoriam: Honoring the Life and Legacy of Todd Jordan It is with unspeakable sadness and the heaviest of hearts that we share the devastating news of Todd Jordan's sudden and unexpected passing. We are shattered and shaken by this loss. Todd was a dear friend to all of us at

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Sean Jenkins

@HedgeyeGLL

10 months

Per usual, Jonesy with great words... Reflecting on the amazing person that is Todd Jordan. Thanks @HedgeyeDJ

Jonesy

@HedgeyeDJ

10 months

It's been a sad week for the Hedgeye family. I had the pleasure of having the office next to Todd for more than a decade. I learned a lot from him over the years, which is hard to put into a tweet, but: 1. It isn't a martini, if it doesn't have gin. 2. The house always wins (he

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Sean Jenkins

@HedgeyeGLL

2 years

* Carnival Cruise Line reports one-week period of March 28-3-Apr was busiest booking week in the company's history $CCL , $RCL , $NCLH

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Sean Jenkins

@HedgeyeGLL

3 years

Figured I'd see what this twitter thing is all about... Look forward to talking GLL stocks, markets, and whatever else you all do here... Help get the word out... I am now #Live on the twitters Cc: @HedgeyeSnakeye @HedgeyeComm @Hedgeye @KeithMcCullough @HedgeyeChina

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Sean Jenkins

@HedgeyeGLL

1 year

KM with some key points on Gold. My gold position has been good to me over the LTM... sounds like it could get even better. @KeithMcCullough

Hedgeye

@Hedgeye

1 year

This Signal Is (Very) Bullish For Gold Hedgeye CEO @KeithMcCullough remains bullish on Gold and highlights three bullish signals for the precious metal. 🎯 Watch the full clip:

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Sean Jenkins

@HedgeyeGLL

1 year

$CHH has an organic growth problem...so they bought Radisson which is proving growth dilutive...and now as competitive pressures intensify and they lap the Radisson deal...they look to buy more growth. @HedgeyeSnakeye and I remain bearish on $CHH. More to come on this.

Lauren Thomas

@laurenthomas

1 year

SCOOP: Choice Hotels is seeking to buy Wyndham Hotels & Resorts, in deal that would create one of the biggest budget hotel owners in the country. $CHH $WH

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Sean Jenkins

@HedgeyeGLL

1 year

Big deal here. Not just for restaurants but for other discretionary buckets, too. Don't believe this is "baked in the numbers" either...

HedgeyeTV

@HedgeyeTV

1 year

"When millennials and Gen Z have to start paying student loans again, $SHAK $SG and $CMG will feel that headwind." @HowardWPenney "I almost didn't even believe how much of a contribution that was to consumption growth." @KeithMcCullough Join The Call:

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Sean Jenkins

@HedgeyeGLL

1 year

Following up on this week's morning call commentary... Business travel recovery expectations ratcheting back. Note the downshift over the last 2yrs -- no bueno. @HedgeyeSnakeye @Hedgeye @KeithMcCullough

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Sean Jenkins

@HedgeyeGLL

10 months

Not a great look here for ESPN Bet - avoiding a standard industry practice. Cc: @HedgeyeSnakeye

New York Post

@nypost

10 months

ESPN BET under fire for not honoring pushes with worst house rule ever

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Sean Jenkins

@HedgeyeGLL

2 years

Just coming up for air after an extremely busy two weeks of deep dive work on the OTA / Leisure travel space. Interesting times for what seems to be the most controversial space in our coverage -- lots of opportunity out there $EXPE, $BKNG, $ABNB

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Sean Jenkins

@HedgeyeGLL

1 year

A LOT to consider on this... and we will do just that. Tune in for The Call tmrw to get our more in depth thoughts. No dog in the $PENN race as of today, but we've been very active on other names potentially implicated here.

Andrew Freedman, CFA 🦅

@HedgeyeComm

1 year

$PENN $DIS Parterning to Launch #ESPNBet Portnoy out... PENN found a better dance partner. @HedgeyeSnakeye @HedgeyeGLL Here are the details 👇 Exclusive Right to the #1 U.S. Sports Brand: PENN has secured the exclusive right to the ESPN Bet trademark for OSB in the U.S. for

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Sean Jenkins

@HedgeyeGLL

2 years

We're almost through Phase 1 of the earnings szn gauntlet. Lot of pin action across the GLL space with some key names of ours reporting this week - $TRIP, $MAR, $HST, and $DKNG @HedgeyeSnakeye @Hedgeye

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Sean Jenkins

@HedgeyeGLL

2 years

People are ready to roll... I don't blame. Need cross border restrictions to loosen and the "reopening" for leisure travel will really be firing on all cylinders -- it's on the come, we think. $EXPE, $BKNG, $ABNB

Hedgeye

@Hedgeye

2 years

Flight Search Trends Are Unequivocally Higher 'We think the leisure industry will have a compelling story to tell in the coming weeks as earnings start to roll in." via @HedgeyeSnakeye & @HedgeyeGLL

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Sean Jenkins

@HedgeyeGLL

9 months

Sports betting can be emotional and fun... don't do emotional things with your hard earned $... Those funds are not to be treated like the dwindling funds in my $DKNG account... A fun back and forth with KM before we got into the real work. Exclusively on The Call!

Hedgeye

@Hedgeye

9 months

🏈💸Leave Gambling Out of Your Investment Strategy "Gambling, if it's for entertainment, can be fun and emotional... But if you're doing that with our Risk Ranges and full-investing cycle process, you're completely going to get killed. We're not trying to win lotteries here

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Sean Jenkins

@HedgeyeGLL

8 months

@DBclouds99 @Street_Insider @HedgeyeRJM @KeithMcCullough Ok so I guess we'll ignore the other names discussed or the history my team and I have with $EXPE. All good since this is twitter... Sorry you thought the free show was a waste. I'll see if I can get you a refund.

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Sean Jenkins

@HedgeyeGLL

2 years

Nice day for the Macau stocks w/ @Hedgeye Investing Ideas name $MLCO leading the pack on strong fwd commentary + improving Macau #'s @KeithMcCullough and co.'s macro themes playing through in real time. Economic & Fundamental data #Divergence

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Sean Jenkins

@HedgeyeGLL

2 years

Not that the markets care atm, but this is a big deal for travel. OTAs, airlines, and hotels to benefit. #CrossBorder vector has been slow to recover. $EXPE, $BKNG, $ABNB, $JETS

Rafat Ali, Media Operator & Dad

@rafat

2 years

YES!! BREAKING: U.S. to End Covid Test Requirement for Incoming Air Travelers << starting this Sunday: via @Skift

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Sean Jenkins

@HedgeyeGLL

2 years

Catalyst for Q2 calls and prints. The return of cross border / transatlantic

*Walter Bloomberg

@DeItaone

2 years

UNITED AIRLINES - IN 72 HOURS SINCE TESTING REQUIREMENT CHANGES WERE ANNOUNCED, CO HAS ALREADY SEEN MORE THAN 2.4 MLN SEARCHES FOR INTERNATIONAL TRAVEL $UAL

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Sean Jenkins

@HedgeyeGLL

10 months

Love seeing different schools up here. GLL's all star summer intern out of SUNY Binghamton leading the charge 💪 Students... get involved! @Hedgeye

Keith McCullough

@KeithMcCullough

10 months

#STUDENTS Here's our latest Top 10 Colleges (who've signed up for Hedgeye) @SUNY @UNC @MarquetteU *Reminder: we give a #Student Subscription for FREE here and it's a valuable education

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Sean Jenkins

@HedgeyeGLL

1 year

~15 earnings reports in calls in the 48hrs. Absolutely insane, and I am just coming up for air. On balance, a pretty solid earnings season for us but now the real work starts. Cc: @HedgeyeSnakeye

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Sean Jenkins

@HedgeyeGLL

11 months

A must watch, no doubt. KM bringing the heat! @KeithMcCullough @Hedgeye

Hedgeye

@Hedgeye

11 months

WATCH | The State. The Elites. (The Rest of Us) 🔥 🔊 “If you’ve read @Peter_Turchin ’s “End Times." He nails this. I’ve cited it a bunch of times. He nails this. And so does my partner Neil Howe @HoweGeneration in "The Fourth Turning Is Here." The future's not bright for

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Sean Jenkins

@HedgeyeGLL

1 year

Hat tip to $MAR for running a solid call. Plenty of non-answers, but they had a good day. With RevPAR momentum and non-RevPAR fees (credit card fees mostly) still growing solidly, the real issues we see in NUG are masked for now, but that will change in 2H and '24.

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Sean Jenkins

@HedgeyeGLL

1 year

Faxing them over to you shortly... More to do but I like how the deck is shaping up. #Macau has been a hot topic with clients and deservingly so. A LOT of cross currents (and opportunity).

Todd Jordan

@HedgeyeSnakeye

1 year

Hey @HedgeyeGLL how are those #Macau slides coming?

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Sean Jenkins

@HedgeyeGLL

2 years

Another top event coming to you from @Hedgeye ... and yep, it's free of charge. Great lineup per usual.

Hedgeye

@Hedgeye

2 years

LET THE SUMMIT BEGIN!!! We are super excited to announce our 9th "Hedgeye Investing Summit" hosted by @KeithMcCullough We are certain this will be the most actionable + insightful + entertaining content you will find anywhere Register for free access:

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Sean Jenkins

@HedgeyeGLL

1 year

$CZR adding to the list of Las Vegas beats. $MGM is outperforming we think but confirmation that this market is just built different. @HedgeyeSnakeye good to see $MGM rally back today but stock is stupid cheap vs catalysts and growth ahead this yr and next

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Sean Jenkins

@HedgeyeGLL

3 years

Some fresh data via the #JobsReport today that has implications for hotels. Wage growth (YoY and vs '19) still tracking way ahead of ADR growth (room rates) for higher end biz focused hotels. Something to monitor for '22 / '23 estimates

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Sean Jenkins

@HedgeyeGLL

2 years

Busy AM of GLL earnings -- @HedgeyeSnakeye ran through our post-game notes on The Call for $EXPE, $RHP, $MGM, and $HLT A LOT to like in some of our top ideas, including a few of the above, but TBD on market reactions.

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Sean Jenkins

@HedgeyeGLL

2 years

The hype is certainly real re: Miami... Awesome day of client meetings followed by a great #HedgeyeRegional event yesterday. Productive, engaging, and fun. Back to the grind - new events and earnings szn prep @Hedgeye @HedgeyeSnakeye

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Sean Jenkins

@HedgeyeGLL

2 years

Phase 2 of the earnings szn gauntlet now in the past. I am going to work on providing more real time tweets (still new here). Another week of decent sized moves across the GLL space - as always...

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Sean Jenkins

@HedgeyeGLL

1 year

Always fun chatting with my teammates! Talked all things GLL. Could have probably gone for 2-3hrs, but we'll be back for a follow up :)

Nick Balch

@HedgeyeSoftware

1 year

Our introductory series continues with @HedgeyeSnakeye & @HedgeyeGLL in season 3 Episode 18 “Investing in GLL: House Rules with Todd Jordan and Sean Jenkins” Listen on $AAPL $SPOT or right here. We discussed $BKNG $HLT $MAR $EXPE $HST $BYD

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Sean Jenkins

@HedgeyeGLL

2 years

Discussed on The Call this AM... flight searches perking back up in the US (dom + intl flights). All data compared vs '19 levels.

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Sean Jenkins

@HedgeyeGLL

2 years

Join in on The Call! And no, despite the appearance, I am not here to sell you a timeshare unit.

Hedgeye

@Hedgeye

2 years

What a beaut @HedgeyeGLL Listen to The Call HERE:

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Sean Jenkins

@HedgeyeGLL

7 months

@mchambo72 @KeithMcCullough @HedgeyeDJ We'll try and carve out some time to discuss cruisers tmrw on The Call. $CCL $RCL

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Sean Jenkins

@HedgeyeGLL

1 year

$DKNG – stealing the show today after the call. Rev growth acceleration and beat. Guidance increase and more confirmation that the story is on track. There are legs to this story that have not yet played out. Stock could go higher.

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Sean Jenkins

@HedgeyeGLL

1 year

Rob has been on this $MPW sht show for a while now. Pay attention 👇

REITRob

@HedgeyeREITs

1 year

How is it possible that $MPW did not disclose with 2Q23 earnings the 7.20.23 order from CA around PHP? The key question from here is what does the CA order around Prospect / PHP mean for other parts of the deal, particularly the CT sale? And also, is this the "F" word?

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Sean Jenkins

@HedgeyeGLL

2 years

And one of them is in GLL... @HedgeyeSnakeye Awesome back and forth here from @Mike_Taylor1972 and @KeithMcCullough

Hedgeye

@Hedgeye

2 years

Mike T hitting on two of his #MaxPainTrades right now! watch live:

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Sean Jenkins

@HedgeyeGLL

2 years

For those on the The Call this AM... $MLCO printed and hosted a conf call after it was our turn to speak. Would have otherwise commented on it. Takeaway is unchanged -- Macau trending in the right direction!

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Sean Jenkins

@HedgeyeGLL

2 years

Amazing content on tap @Hedgeye this week! LFG!

Hedgeye

@Hedgeye

2 years

🚨 GAME ON @KeithMcCullough goes 1-on-1 with the smartest minds in investing: @Mike_Taylor1972 @Jkylebass @DiMartinoBooth @DrPippaM @biancoresearch Buddy Carter Mike Green @profplum99 Carson Block @muddywatersre Jim Chanos @WallStCynic GET FREE ACCESS:

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Sean Jenkins

@HedgeyeGLL

2 years

RE: market reactions.. having @KeithMcCullough and team's perspective is critical rn. at very minimum, you'll keep your sanity as an analyst.. ha!

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Sean Jenkins

@HedgeyeGLL

2 years

lmao... trying my best to keep it PG-13.

Jeremy McLean

@HedgeyeRetailJM

2 years

A day in the @Hedgeye Boston office keeps you on your toes. Between the A/C that sounds like a tornado hitting and @HedgeyeGLL yelling random profanities while listening to earnings calls, can't let your guard down.

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Sean Jenkins

@HedgeyeGLL

2 years

Hotel REITs (ex. $RHP), hung in a little better than we would have expected following some big whiffs on guidance and pretty uninspiring conference calls. Still like many of these on the Short side. In fairness, stocks were down big into this wk.

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Sean Jenkins

@HedgeyeGLL

1 year

Vegas, baby! This is going to epic for those in attendance. @HedgeyeSnakeye preso will be action packed but he'll also be rocking the craps tables, too. Get those tickets booked asap!!!

Hedgeye

@Hedgeye

1 year

Las Vegas, here we come! 🎰🎲 Join us Tuesday, Sept. 12. 📈9am-5pm: Exclusive presentations from the Hedgeye research team 🍻Happy hour with @KeithMcCullough and #HedgeyeNation 🍽️Private dinners with our analysts Our special "Early Bird All Access" ticket pricing expires

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Sean Jenkins

@HedgeyeGLL

2 years

Pro and Inst. subs should have an invite link hitting inboxes shortly... fire away in the Q&A section

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Sean Jenkins

@HedgeyeGLL

2 years

I am smarter than that... Will be hedging my Pats bets w/ B's and Celtics wagers, too.

Todd Jordan

@HedgeyeSnakeye

2 years

Baker signs SB bill. Big party in the @Hedgeye Boston office today! hopefully, it goes live after NFL szn so @HedgeyeGLL won't blow his bonus on the @Patriots

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Sean Jenkins

@HedgeyeGLL

2 years

As discussed on #TheCall this AM by @HedgeyeSnakeye -- the Las Vegas Strip is in for a big week / weekend. The @NFLDraft is going to be huge (yuge) for visitation & RevPAR. Providing a nice contribution to Q2 and full year...

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Sean Jenkins

@HedgeyeGLL

2 years

Yup, that's what it's looking like. Good discussion this AM on The Call. Just publish our Research Round Up from our OTA themes deck... check those inboxes, Pro Subs

Hedgeye

@Hedgeye

2 years

"Robust and stable realized demand + elevated but stable bookings + accelerating ADRs = accelerating revenue growth. That’s the formula on tap for the alternative accommodation (AA) into the summer ’22." via @HedgeyeSnakeye & @HedgeyeGLL

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Sean Jenkins

@HedgeyeGLL

2 years

Plenty of stocks we like and dislike in GLL... $RHP being one we have liked and continue to like. Has been a top idea since last July. For the full clip from today's call -->

Todd Jordan

@HedgeyeSnakeye

2 years

spoke this am on a hotel stock i actually like...and one i don't $RHP $MAR

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Sean Jenkins

@HedgeyeGLL

2 years

Slow wk, but there was plenty to discuss in our AM note... Top 3 things for us today: 1) Regional Gaming - visitation vs spend per visit 2) Regional Gaming - future casino supply growth 3) Hotels - corporate bookings trends

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Sean Jenkins

@HedgeyeGLL

1 year

Check this out @HedgeyeSnakeye Largest travel market in the world. Where they headed @HedgeyeChina ?

Felix Wang, CFA

@HedgeyeTech

1 year

May Holidays travel in Nanjing, people waiting in rail station. Picture is a thousand words

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Sean Jenkins

@HedgeyeGLL

11 months

Have a day, Bob! We're so lucky to have you on this team!

Hedgeye

@Hedgeye

11 months

Today is Bob Rich's birthday🎂!!! In addition to being a world-class cartoonist, Bob is a world-class human being. We're blessed to have him on our team.

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Sean Jenkins

@HedgeyeGLL

1 year

It's the MACAU show as @HedgeyeSnakeye suggested earlier this AM. Tune in at 9AM ET. In addition to Macau + Macro, we'll also run through our own Top 3 things! Looking forward to it!

HedgeyeTV

@HedgeyeTV

1 year

THE MACRO SHOW Live at 9 ET with hosts @HedgeyeSnakeye and @HedgeyeGLL Top 3 things this morning: 1) Credit 2) #Quad4 3) NFIB/Earnings Get prepared. Join us:

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Sean Jenkins

@HedgeyeGLL

1 year

An abbreviated clip from this AM where I touched on the tricky setup for US hoteliers on the leisure front. We see outbound demand making new highs while inbound traveler demand remains depressed relative to '19. That + tough ADR comps = more headwinds to consider.

Hedgeye

@Hedgeye

1 year

“If you’re a hotel that over-earned because customers couldn’t travel many places until late last summer, you’re facing difficult comps." @HedgeyeGLL “Like I needed another data point to get more negative on the US consumer.” @KeithMcCullough Full clip:

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Sean Jenkins

@HedgeyeGLL

2 years

@KeithMcCullough and @HedgeyeSnakeye also discussed the tactical setup for the Vegas related stocks. Given the environment (Quad 4), those discussions are more important than ever.

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Sean Jenkins

@HedgeyeGLL

1 year

Going on camera via @HedgeyeTV for our Q1 earnings prep deep dive. Deck is jam packed with data, charts, and takeaways heading into an important earnings season. @HedgeyeSnakeye and I are tired but we're caffeinating up as we speak. Should be a fun one!

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Sean Jenkins

@HedgeyeGLL

2 years

Lots of GLL names during the Investing Summit... we have a history with this one and are cooking up some new content on OSB and iGaming @HedgeyeSnakeye

Hedgeye

@Hedgeye

2 years

@WallStCynic "Draftkings $DKNG is losing buckets of money, and I think will continue to do so for the foreseeable future. The question will be, 'How long will they be able to fund that, and how long will investors let them continue to fund that?'" - @WallStCynic

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Sean Jenkins

@HedgeyeGLL

7 months

@KeithMcCullough Deep Dive Fundamental Research + KM Signal Strength & Macro Overlay = Sweet Spot for stock ideas

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Sean Jenkins

@HedgeyeGLL

2 years

It's all about the mega caps this week, but GLL earnings szn about to explode🤯starting Monday at 7am. Pro subs we got you covered with some notes and data updates this week ahead of the prints Let's see how it all shakes out @HedgeyeSnakeye

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Sean Jenkins

@HedgeyeGLL

7 months

Thanks Rob for filling and co-piloting the weekly show today. Went a little over on time but there was plenty to discuss. Click link in bio for subscription options.

Robert McGroarty

@HedgeyeRJM

7 months

@HedgeyeGLL discussed on The Call -- diving deeper into it now on the Gaming, Lodging Leisure show.

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Sean Jenkins

@HedgeyeGLL

2 years

Such an awesome opportunity for people to give back! Follow the link below to get involved. #HedgeyeCares

Hedgeye

@Hedgeye

2 years

"Hedgeye Cares" was formed to help people in need inside our community. 100% of the funds we donate will end up with the charities we support. Hedgeye will match the first $100,000 raised today dollar for dollar donated. Learn more/donate here: ☀️

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Sean Jenkins

@HedgeyeGLL

2 years

GLL Pro subs -- check those inboxes. Some key idea and ticker bias changes in the weekend roundup note... + some bonus content related to our $MGM & LV Strip deck from last wk.

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Sean Jenkins

@HedgeyeGLL

8 months

@Leonard_Solano @DBclouds99 @Street_Insider @HedgeyeRJM @KeithMcCullough Low $80's ***

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Sean Jenkins

@HedgeyeGLL

1 year

Some of our thoughts from our AM direct note. LV has A LOT of potential beyond the big Stanley Cup win last night. More to come. $MGM $WYNN $CZR

Hedgeye

@Hedgeye

1 year

"We’ve seen a few articles this morning suggesting that winning the Stanley Cup symbolizes the LV’s big “moment” as a hub for leisure and entertainment. We’d counter with the notion that this Stanley Cup win is merely a part of what’s to come. It’s not just a singular

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Sean Jenkins

@HedgeyeGLL

2 years

@HedgeyeREITs @HedgeyeComm You bet. Maybe you know the owner / can track em down? haa

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Sean Jenkins

@HedgeyeGLL

2 years

Lot of fresh content here for you weekend warriors... Sector Spotlight w/ the big dog @HedgeyeSnakeye is a must listen for those interested in GLL. #ContentMachines

Robert McGroarty

@HedgeyeRJM

2 years

Content upon content the last week+ @Hedgeye . #RealConversations : @KeithMcCullough w/ @rcwhalen @KeithMcCullough w/ @daviddorr Hedgeye + Friends w/ @Andrew_Menaker #UnscriptedEquityCuriosity w/ @EHoofnagle #WeeklyNotebookReview #SectorHeadSpotlight w/ @HedgeyeSnakeye 👇👇👇

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Sean Jenkins

@HedgeyeGLL

1 year

@hendry_hugh + @KeithMcCullough is must see TV! Awesome start to a jam packed conference.

Hedgeye

@Hedgeye

1 year

FREE WEBCAST @KeithMcCullough : Is there a sense of urgency at the Fed? @hendry_hugh : No. I think they're hopelessly unqualified. #HedgeyeLive Free access:

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Sean Jenkins

@HedgeyeGLL

1 year

This was fun. We hit on n/t dynamics, catalysts, then took a stab at answering the big question. Is cruise finally a good business? For those looking for some breadcrumbs - tune into The Call. For those that want more detail - trial out our Pro product!

Hedgeye

@Hedgeye

1 year

Game time! @HedgeyeSnakeye & @HedgeyeGLL Cruisers Update Call at 10am. "Cruise stocks have come off their highs on the back of $NCLH 's whiff of a qtr & broader fears of macro... It looks like a buying opportunity." Institutional investors email sales @hedgeye .com for access.

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Sean Jenkins

@HedgeyeGLL

1 year

Such a great time... highly recommend to those that couldn't join this yr. make plans to come out next yr or see us at a #HedgeyeRegional !

Hedgeye

@Hedgeye

1 year

A big thank you to all of our attendees for joining us at our 2nd Annual Investing Conference "Hedgeye Live" in Greenwich, CT earlier this month. It was absolute fire and we can't wait for next year... The amount of energy, actionable investing insight, networking,

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Sean Jenkins

@HedgeyeGLL

2 years

$DKNG = classic RoC story as the company finds *some* religion on costs as rev growth maintains and mkt. share inflects higher. We’ve been negative here in the past but have stuck with the long call since late last year. More upside remains.

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Sean Jenkins

@HedgeyeGLL

2 years

Thanks for the shout. The online gaming space has been a blast to cover these last few years - plenty to do long and short side. trade looking higher from here on $DKNG though

Andrew Freedman, CFA 🦅

@HedgeyeComm

2 years

@HedgeyeGLL @HedgeyeSnakeye do really great work! Awesome long call on $DKNG! Stuck to their process, was data dependent and doubled down in November... with an eye on on today! Stock up +90% since!

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Sean Jenkins

@HedgeyeGLL

11 months

@HedgeyeComm But... maybe try restarting again?

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Sean Jenkins

@HedgeyeGLL

2 years

A real good listen here (I may have a bias) ... @HedgeyeSnakeye and the crew run through some of our Gaming, Lodging, and Leisure themes and some stock specific stuff. Give it a listen! It's FREE!

Nick Balch

@HedgeyeSoftware

2 years

"Take Your $$ To The Casino" S3 E4 of Unscripted Equity Curiosity, a @hedgeye podcast also on $SPOT & $AAPL hosted by me, @hedgeyechina + @hedgeyecomm this week featuring Todd Jordan @HedgeyeSnakeye on Casinos, Hotel, OTA's and more.

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Sean Jenkins

@HedgeyeGLL

1 year

When your results and outlook don't meet expectations... talk up the benefits of AI. $ABNB

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Sean Jenkins

@HedgeyeGLL

2 years

That's my guy!! #RobeLife lmao

HedgeyeTV

@HedgeyeTV

2 years

For those who missed it, Felix rocking his robe on The Macro Show 😂 @HedgeyeChina

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Sean Jenkins

@HedgeyeGLL

3 years

Hotels - C-Corps and FS REITs - have teamed up through Covid and generated real solid productivity gains, but with wage inflation looking like this (+ other factors). Hard to imagine those gains hold

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Sean Jenkins

@HedgeyeGLL

1 year

Let's go!! Big day of content tomorrow @Hedgeye followed by a monster rest of the week! New ideas galore and earnings prep as the szn starts to pick up steam next week and the week after.

Hedgeye

@Hedgeye

1 year

This Weeks Events @Hedgeye 4/17: Communications Themes @HedgeyeComm $META $NFLX $GOOG $PINS $CHTR $T 4/17: Food Retailer Outlook @Hedgeye_Staples $KR $ACI $COST $BJ $WMT 4/17: GLL Earnings Preview @HedgeyeSnakeye @HedgeyeGLL ***Institutional investors email sales @hedgeye .com

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Sean Jenkins

@HedgeyeGLL

2 years

@HedgeyeSnakeye and I are headed to 🇨🇦 tomorrow but we'll try to get on The Call and add some color for those new idea adjustments -- $MGM, $BYD, $PENN, $ABNB, and more.

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Sean Jenkins

@HedgeyeGLL

8 months

Another big week @Hedgeye . Busy time for the GLL squad as well. Starts with our Cruise Industry deck tmrw... Critical time to offer up our perspective before earnings szn. $RCL $CCL $NCLH

Hedgeye

@Hedgeye

8 months

Upcoming Events @Hedgeye 1/23: @HedgeyeComm Software: New Short $NOW Black Book 1/23: @HedgeyeGLL Cruisers Wave Season Update $CLL $NCLH $RCL 1/24: @HedgeyeRetail Amer Sports (AS) Pre-IPO Review 1/25: @HedgeyeDC Policy & Politics 1/25: @HoweGeneration All About the

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Sean Jenkins

@HedgeyeGLL

2 years

LFG! Should be a lot fun.

Robert McGroarty

@HedgeyeRJM

2 years

#SectorHeadSpotlight with @HedgeyeSnakeye @HedgeyeGLL tomorrow at 1 PM…timing couldn’t be any better!! Free inside #TheArena , @HedgeyeTV and @YouTube . #LFG

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Sean Jenkins

@HedgeyeGLL

10 months

Big week @Hedgeye ! More to be added as @HedgeyeSnakeye and I emerge from the lab...

Hedgeye

@Hedgeye

10 months

Upcoming Events @Hedgeye 11/27: FREE ALL ACCESS DAY 11/27: @HedgeyeIndstrls Short $DE Black Book 11/28: @HowardWPenney Short $SBUX Black Book 11/28: @HoweGeneration Demography: All About the Indicators 11/29: @HedgeyeREITs New Short $PSEC Black Book

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Sean Jenkins

@HedgeyeGLL

2 years

Another Friday afternoon earnings thread by me. Just some quick thoughts across GLL @Hedgeye @HedgeyeSnakeye

Sean Jenkins

@HedgeyeGLL

2 years

Phase 2 of the earnings szn gauntlet now in the past. I am going to work on providing more real time tweets (still new here). Another week of decent sized moves across the GLL space - as always...

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Sean Jenkins

@HedgeyeGLL

2 years

Offsets / pushback to these narratives: 1) Greater % of bookings coming direct to OTA 2) Greater % of ad spend shifting to brand vs perf 3) Greater % of bookings shifting into Alt. Accomm. where Google is terrible 4) Not a new risk, well reflected in valuations / sentiment

junkbondinvestor

@junkbondinvest

2 years

1/ “Google has destroyed the barriers to entry for the OTA industry. More hotels are going direct and there are literally 100s of new regional OTAs that are creating their own mini-Bookings or Expedia, willing to take lower margins.

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Sean Jenkins

@HedgeyeGLL

2 years

Sentiment and Street #'s starting to come around to the $MGM story. Glad we did more work on Vegas in Dec and early Jan to get ahead of this. More to come, we think. Still a Vegas story but other factors now contributing. @HedgeyeSnakeye @Hedgeye

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Sean Jenkins

@HedgeyeGLL

2 years

@HedgeyeComm Haha, oh boy

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Sean Jenkins

@HedgeyeGLL

1 year

@GavinGewecke @HedgeyeSnakeye All eyes and ears on The Call tomorrow. TJ and I in the lab tonight. $PENN earnings call at 9am tmrw too.

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Sean Jenkins

@HedgeyeGLL

1 year

@HedgeyeSnakeye $BYD becoming the $HLT of Regional Gaming?

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Sean Jenkins

@HedgeyeGLL

1 year

@GavinGewecke @KeithMcCullough I am in the mix. need to up my tweet game.

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Sean Jenkins

@HedgeyeGLL

1 year

Forgot to share this last week while I was en route to my vaca. Spotted a Celeb ship $RCL at an undisclosed location (in the Balkans).

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Sean Jenkins

@HedgeyeGLL

2 years

We have looked at the '19 draft in Nashville as a comp, but LV will likely outperform.. Limited supply growth, better air lift, pent up leisure demand, etc. Lots of positive factors in LV's favor rn

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Sean Jenkins

@HedgeyeGLL

2 years

#Macau weekly numbers were brutal again. April pretty much punted given the lockdowns. @HedgeyeSnakeye and I broke down the data and backdrop in a note to clients this AM.

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Sean Jenkins

@HedgeyeGLL

2 years

Discussed on The Call this AM. Important data that will move fwd earnings estimates. Devil is in the details on these pipeline metrics (Cc: @HedgeyeSnakeye )

STR Reports U.S. Hotel Construction Continued on a Downward Trajectory in June

While U.S. hotel construction has declined for seven consecutive months, rooms in construction in both New York City and Nashville represent a significant percentage of those markets existing supply.

www.hotelnewsresource.com

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Sean Jenkins

@HedgeyeGLL

11 months

$WH essentially laying out our short thesis on $CHH from earlier this year. Organic growth and prospects lacking #BigTime with this one... Cc: @HedgeyeSnakeye

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Sean Jenkins

@HedgeyeGLL

2 years

@HedgeyeSnakeye @Hedgeye @HedgeyeIndstrls Yes, what he said ^^. Greater clarity around cross border requirements will be a catalyst, too.

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Sean Jenkins

@HedgeyeGLL

11 months

@HedgeyeRJM @HedgeyeSnakeye The business has been "good" no doubt. But it will look "less good" in the coming months and quarters. :)

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Sean Jenkins

@HedgeyeGLL

8 months

Yup... Could be good. @HedgeyeComm @HedgeyeCommBZ

Las Vegas Locally 🌴

@LasVegasLocally

8 months

Rumor has it Beyoncé will perform at the Sphere later this year...

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Sean Jenkins

@HedgeyeGLL

2 years

@McGroartyRobert @Hyatt @HedgeyeSnakeye Love the follow up comments here. This is very much the reality of the hotel industry rn. Not sustainable. Full Stop.

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Sean Jenkins

@HedgeyeGLL

1 year

$HLT is the bellwether... Let's see how others answer similar questions Re: NUG / Dev Cycle. Especially the underperformers (Cc: $MAR )

Todd Jordan

@HedgeyeSnakeye

1 year

$HLT reversal, even before the market. beat and raise but could the focus finally be switching to the unit growth issues? mgmt acknowledged some risk. more accute for $MAR and central to our neg thesis

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Sean Jenkins

@HedgeyeGLL

2 years

The OSB / iCasino industry has mostly been a unit economics disaster for the last ~18mths, but with reaccelerating SS growth, better promo / marketing trends, etc, there's a real oppty for the narrative to shift to the positive.

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Sean Jenkins

@HedgeyeGLL

2 years

We'll walk through some of our pre-earnings call outs on The Call tmrw AM -- $EXPE, $BKNG, $ABNB, $MAR, $HLT, $H, $PK, $HST, $RHP

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Sean Jenkins

@HedgeyeGLL

2 years

@HedgeyeRJM @mablum @HedgeyeChina Never change, FW. lol.

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