Long Lake’s $6.3 Billion Acquisition of AmexGBT: A Contrarian Bet Amidst Widespread AI Disruption Concerns

Long Lake’s recent $6.3 billion acquisition of American Express Global Business Travel (AmexGBT) stands out as arguably the most contrarian investment in the travel sector currently, unfolding against a backdrop…

Peregrine Hospitality Charts a Contrarian Course, Betting on Owner-Operator Model Against Industry’s Asset-Light Tide

In a hospitality landscape increasingly dominated by global behemoths like Marriott International, Hyatt Hotels Corporation, and Accor, which have spent decades divesting real estate to focus on lucrative franchise and…