Research Notes
Research Notes contain information I have collected while researching, investigating, analyzing, and thinking through businesses.
Cardlytics ($CDLX) Research Notes:
Carvana ($CVNA) Research Notes:
HGV VAC TNL: Research Notes
Hilton Grand Vacations (HGV), Marriott Vacations Worldwide (VAC), Travel + Leisure (TNL)
Other Companies:
Marcus (MCS) and Cinemark (CNK) - Older
General Research Notes on Businesses, Investments, and CEOs (Historical to Current):
Reviews on the Research Notes
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