THL: RV Rental Giant - Tourism's Sleeping Beauty Awakens

In a Nutshell

Seeking sustainable dividend yields with growth potential. Focus on payout ratios, cash generation, and dividend history.

Looking for undervalued opportunities relative to intrinsic worth. Emphasis on margin of safety and mean reversion potential.

Prioritizing revenue expansion and market share gains. Willing to accept higher valuations for superior growth prospects.

Focused on sustainable competitive advantages and consistent returns. Values strong management and economic moats.

Aligned with structural trends and sector-specific opportunities. Considers ESG factors and long-term industry dynamics.