A deep dive into one of the world's luxury yacht leaders
Also TISG is interesting
Well done.
Well written research article. How do you think about the cyclicality of the company?
Thanks! I think cyclicality is mimimal considering the customer base of UHNWIs an the order backlog which makes for predictable revenue streams. Order backlog is always really high so I have no concerns for cyclicality
Also TISG is interesting
Well done.
Well written research article. How do you think about the cyclicality of the company?
Thanks! I think cyclicality is mimimal considering the customer base of UHNWIs an the order backlog which makes for predictable revenue streams. Order backlog is always really high so I have no concerns for cyclicality