Hilton as a travel marketing company
The host made the case for Hilton, framing it as a capital-light marketing and loyalty points business, not a real estate owner, poised to bounce from a technical dip.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.