021 - Hilton or Marriott? Which One Do We Like Better When They Restart Their Dividend - a podcast by American Money Management LLC
from 2020-07-07T18:47:03
We used to own Hilton in our Dividend Growth Strategy. A big reason why we bought Hilton was because of what Marriott did. In this episode, Glenn will explore why we like both companies as asset-light high ROIC businesses. How they're both extending their business moat past just brand recognition. The new risks to their business models from the coronavirus and how it might shape business travel. And the old risk of Airbnb. Glenn breaks down what our estimates of fair value are for both companies and which company we prefer if/when they reinstate a dividend policy.
Original Hilton Letter
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