With 60% of rooms supplied by a fragmented set of independent hotels, the European hospitality market is set up to be aggregated: no individual hotel is large or prominent enough to effectively bargain against an aggregator or attract guests on their own, and coordinating action among a diffuse set of players is challenging. A hotel […]
Category Archives: [BKNG] Booking
[AEP.V] Atlas Engineered Products
[AEP.V] Atlas Engineered Products
(taking a break from building products after this. Up next: a 2-parter on Wise)In part [...]
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Building materials: part 3a (BLDR, AEP.V)
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Continue reading →[AZEK] Azek [TREX] Trex
Building materials: part 2b (TREX, AZEK)
Related posts:Building materials: part 1Building materials: part 2a (LPX, JHX)Next month, I’ll conclude this series [...]
Continue reading →Building materials [JHX] James Hardie [LPX] Louisiana Pacific
Building materials: part 2a (LPX, JHX)
Related post: Building materials: Part 1In the 1967 film The Graduate, a young Dustin Hoffman [...]
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Building materials: part 1
Many of the companies I discuss on this blog are not just good businesses, but [...]
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