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Ari Lazar sees value in $KW
Yet Another Value Podcast
The Kdons Is the Shovel. It's a Hotel.
Inoi 't hung in there. In 20 20, a slight deth on from 20 19, we're already back to now. We're bac to the point where they're growing a on cuto, on the earnings pill. There was a large amount of urgency for management. I r communicated to me that they intend to be net acquirers going forward. Youre seeing a lot of press releases on acquisitions. They made a really interesting acquisition in california,. right adjacent to a property they owned, om a housing, a campest. And then i guess something that they're always thinking about on top of all this is dog friend wit.
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