Timeshare Companies: Unloved, Misunderstood, Underappreciated

Shares of timeshare companies have not done particularly well lately. That is understandable considering the options investors have elsewhere as well as the state of the economic cycle in the U.S. But this week's guest, Michael Kahan of North Peak Capital Management, likes one particular stock in the sector -- and tells us exactly why. Content: The value proposition (2:33), the stock (3:15), drivers of revenue growth and performance during recessions (6:00), more on the hedge fund (16:30), entry points (19:35). For more on North Peak Capital: www.northpeakcapital.com

Om Podcasten

The Contrarian Investor podcast gives voice to those who challenge a prevailing narrative in financial markets. Each episode features an interview with a hedge fund manager, investor, economist or other market participant. The goal is to educate all listeners with an interest in asset allocation and ultimately to provide actionable ideas to the institutional investor community.