CCL
3 tracked calls · 1 long · 2 short · last 90d: 0L/2S
first called by Invest Like the Best 1y ago
SHORT1mo ago
“I believe that cruises are fundamentally a pre-COVID thing. They'll never— cruise lines will never hit an all-time high in attendance again.”ThreadGuy
Cruise lines never recover pre-COVID attendance, demand permanently stigmatized as gross and germy
CCLSHORT@ $28.34
$27.44+3.17%
since call Jun 23
peak +12.5%
SHORT2mo ago
“What sector would I never... like what stock sector would be actually worth zero in 10 years... cruise ships. Cruise ships, 100,000%.”ThreadGuy
TG's pick for the most worthless sector in 10 years: cruises, a structural secular short
CCLSHORT@ $26.64
$27.44-3.00%
since call May 26
peak +5.5%
LONG1y ago
“this is a perfect example of Cournot oligopoly. The number of cruise ships is fixed, and in the short to medium term, so they maximize yield, which basically…”Invest Like the Best
Cruise lines are Cournot oligopolies with fixed supply, so operators hold pricing power and earn monopoly-like profits.
CCLLONG@ $18.39
$27.44+49.21%
since call Apr 29
peak +51.5%