eDreams Update: Long-Term Value Creation Thesis Intact, and some Short-Term Catalysts
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I met with eDreams management on the second leg of the US roadshows. That meeting allowed me to adjust my model assumptions and get an update on the business. Here is what I learned and other takeaways. Thanks for reading 310 Value’s Newsletter! Subscribe for free to receive new posts and support my work.
eDreams Update: Long-Term Value Creation Thesis Intact, and some Short-Term Catalysts
eDreams Update: Long-Term Value Creation…
eDreams Update: Long-Term Value Creation Thesis Intact, and some Short-Term Catalysts
I met with eDreams management on the second leg of the US roadshows. That meeting allowed me to adjust my model assumptions and get an update on the business. Here is what I learned and other takeaways. Thanks for reading 310 Value’s Newsletter! Subscribe for free to receive new posts and support my work.