📊 Topic

Capital Expenditure Management

2 stories · First covered Feb 22, 2026 · Latest Apr 23
Related: RevPAR 1 Park Hotels & Resorts 1 Upper-Upscale Hotel Segment 1 Las Vegas Sands 1 Hawaii hotel market 1 Truist 1 Marina Bay Sands 1 Orlando hotel market 1 New Orleans Hotel Market 1 Wells Fargo 1 Hotel REIT ownership model 1 Patrick Dumont 1
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Capital Expenditure Management Coverage
LVS Bought Back 14% of Itself While Everyone Watched the EBITDA. That's the Story.
REITs
Apr 23

LVS Bought Back 14% of Itself While Everyone Watched the EBITDA. That's the Story.

Las Vegas Sands posted $1.42 billion in quarterly EBITDA and beat estimates by a wide margin, but the $5.24 billion in share repurchases since late 2023 tells you more about what management actually believes about this company's future than any earnings call ever will.

JC
Jordan Chen 3 min read · Apr 23
Park Hotels Trading Below Its Own Price Target. Here's What That Tells You About Upper-Upscale Right Now.
REITs Primary
Mar 24

Park Hotels Trading Below Its Own Price Target. Here's What That Tells You About Upper-Upscale Right Now.

Wells Fargo just dropped Park Hotels' price target to $10 while the stock trades around $10.65, and 13 analysts average only $11.27. When the Street can barely find a reason to own a 26,000-room upper-upscale portfolio, it's time to ask what that says about the segment you're operating in.

MS
Mike Storm 3 min read · Mar 24