Jul. 2 at 11:17 AM
Look at
$CCL, a value trap that just keeps on giving! Imagine printing all-time high revenues, smashing records across every operational metric, proudly bringing back dividends and buybacks like a golden child—only for the market to look at your dirt-cheap 13x P/E ratio and say: 'Nah, burn it to the ground.'
But wait, the joke gets better. If you want to see Wall Street delusion, look over at piece of trash like
$NCLH. They’ve been lagging behind in net yields, struggling with scale, and cutting forecasts, yet the market rewards them with an 18 to 19x P/E premium!
Let that sink in. The industry titan doing everything right gets treated like a sinking ship, while the underperforming dumpster fire gets priced like a high-growth tech stock. It’s honestly impressive. Wall Street isn't a forward-looking mechanism; it's a clown circus where printing record cash makes your stock sink faster than an anchor, and being mediocrity personified gets you a premium VIP pass.
