Exploring the evolving landscape of travel in 2024, covering trends such as niche music-based travel, 'dupe travel' to avoid crowds, increased entry fees at tourist attractions, and the influence of media on travel choices. The chapter also delves into airline pricing tactics, the challenges of overtourism, and advice for securing affordable flights.
We try to separate the falling knives from the buying opportunities.
(00:21) Jim Gillies and Dylan Lewis discuss:
- NYCB’s credit downgrade, material weaknesses, and current struggles.
- Stitch Fix’s latest earnings, and whether the clothing company could be a turnaround play.
- Why Jim likes the prospects for beat-up fintech company PROG holdings.
(14:46) Alison Southwick and Robert Brokamp talk about trends in travel and tips if you’re trying to avoid the crowds and fees next time you step on a plane.
Companies discussed: NYCB, SFIX, PROG
Host: Dylan Lewis
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Engineers: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices