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Campaigns / Land & Buildings → Hilton Grand Vacations
Land & Buildings vs. Hilton Grand Vacations

Hilton Grand Vacations · HGV

1 deck published between 2021-05-01 and 2021-05-01 — 13 pages, 13 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2021-05-01 initial thesis

    2021 05 LandB HGV Presentation May 2021

    13pp · full_deck

    HGV is overpaying 10x EBITDA for Diamond and handing Apollo effective control with no premium; standalone HGV is worth $55 — shareholders should vote AGAINST.