Show notes
Royal Caribbean (RCL) is a major cruise line operator known for its diverse fleet of ships and global itineraries, but it has faced significant challenges in the wake of the COVID-19 pandemic and ongoing regulatory concerns in the cruise industry. At the end of the month, we will publish an Arch Capital episode that will cover the company: Adyen. Listen closely as Brett and Ryan go through the history, financials, and future prospects of RCL. Enjoy the show!******************************Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoneyContact us: [email protected]TimestampsCompany Background | (3:32)Industry | (14:15)Management & Ownership | (23:33)Earnings | (26:37)Balance Sheet | (30:33)Valuation | (34:50)Our Analysis | (36:57)Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.