Norwegian Cruise Line Holdings ($NCLH) podcast mentions

Name: $NCLH podcast mentions
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Timestamped Norwegian Cruise Line Holdings ($NCLH) mentions across our podcast corpus.

You know me. I'm always on the hunt for bargains. And right now, I think you're getting a Costco-level deal on Viking Holdings. It's one of my favorite cruise lines, specializes in river cruises for older, wealthier travelers. Their tagline is no kids and no casinos, which is a great pitch for a certain kind of customer, right? In less than a month, Vikings pulled back from $110 to $86 and change. Even though they reported a very strong quarter a couple of weeks ago, Grady, I think, may be a phenomenal buying opportunity. Maybe the first we've seen since they came public. Keep in mind, Viking's arguably the best company in the industry. Unlike the other cruise lines, it didn't have to borrow insane amounts of money to survive the pandemic. Ever since it came public a little over 2 years ago, the stock's been steadily chugging higher, up nearly 200% since the IPO. It's great management too. Yet in the last few weeks, the stock has just been eviscerated. What the heck is going on here? Some of this is industry-wide. Viking's down 22% since August 5th when it saw it was at its all-time high. Meanwhile, Royal Caribbean, Carnival, Norwegian Cruise Lines, they're all come down about 18 to 20% over the same period. The price of oil is up $10 over this period because the war with Iran keeps flaring up. That's something important that this company has zero control over, as you know. At the same time, though, there are also some Viking-specific issues like worries about low water levels in some major European rivers that must be taken into account. See, after a hot summer, the Danube and the Rhine are both at surprisingly low levels, which is something which is disrupting some of Viking's cruises. Occasionally, passengers have to load up on buses to get past shallow parts of the river. Then they swap to a different boat. Now, that is a distinctly suboptimal experience. There are concerns about this drought that could start to hurt Viking's numbers, resulting in major cancellations. But then Viking reported August 19th, and even though the results were excellent, the stock still got crushed, down nearly 8% in a single session. This is Viking. Why? Let me break it down for you. First, the actual quarterly results were strong across the board.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/31/26 · 2026-08-31
When you grow up as a child in the environment that I did, one of the things that is the hardest to overcome is this sense of inferiority or the lack of confidence that you are good enough or capable enough to compete with the best of the best. And, you know, that I think to some degree that always lives with you. There's a little bit of a chip on your shoulder because, you know, you feel like, well, at least in my case, you feel like you're part of the lower class, you know, and Texas Instruments was an environment where I felt like I was getting the professional schooling and I was treated as an equal amongst my peers. And I was privileged to be placed in opportunities that people my age, you know, would, would've never had the opportunity to, to do. Most pe— most people, like, I was 25 years old giving presentations to Samsung in, in South Korea, you know? And that was a monumental leap for me from where I had come from. Now, what The Apprentice did for me is I had been going down this engineering track for so long, but on The Apprentice, every single week we're doing a different task with a different Fortune 500 company. It could be Gillette razors, it could be Chevy, it could be 7-Eleven, Norwegian Cruise Lines. And we were, doing all kinds of different events from event planning to designing the COVID of a cereal box to making a commercial with Norwegian Cruise Lines. And I think when I came off of The Apprentice, what I realized was I'm not stuck in this box. I'm not stuck in this narrow channel of for the rest of my career, I have to be an electrical engineer. There's a lot of different things that I can be talented at and, and do well if I spend the time and, and I apply myself. And for me, that was just like another leg of confidence that, um, was important, I think, in the latter stages of my career, that, um, you know, I, I, I could go out and start a company. I could create a website. I could design a logo. I could do all these different things.
Tarek Saab · Mining Stock Daily · Gold, Hard Assets & the Financial Rise of Texas · 2026-08-28
Well, while latest earnings showed a bit of improvement in growth, there has been a geographic shift to lower-priced countries, with trends in the key North American market remaining depressed. And so when you look at the stock, it's been trading recently at 10-year valuation lows. Down from a 30x forward PE multiple, which is sort of the 10-year average, to only about 13x. So today's report from Bloomberg that Elliott Management has built a, quote, significant stake in Align Technology caught our eye. And while the company and Elliott have not commented, unidentified sources told Bloomberg that the activist does plan to engage with Align for ways to lift the share price, and that the stake makes it one of Align's largest investors. And just as an interesting side note, I wanted to flag that this particular activist has been on absolute tear. Now, The Economist, which I just happened to read today— I do like reading The Economist, but I don't get a chance to read it during the week— it just published an article today, so very timely, titled 'Elliott Management and the Art of Telling Bosses They're Wrong.' And the subtitle of this is, quote, 'The hedge fund has industrialized shareholder activism,' which is pointing to the scale of the activist, well, activity. Well, just to sum it all up, I wanted to just read the opening passage of this article. It really paints a picture of what Elliott's been up to and may provide a glimmer of insight into what Allianz might have coming for it now that Elliott is at its cap table. So here's that opening passage. Managers get up to all sorts when shareholders aren't paying attention. Many hoard assets. Some even commit fraud. And very rarely one will hire Katy Perry to perform on a cruise ship. When they do, the job of reimposing capitalism's Protestant ethic falls to Elliott Management, a hedge fund based in West Palm Beach. That's in Florida. In February, Elliott denounced the largesse of Norwegian Cruise Line, which had hired Miss Perry to christen frozen a new vessel and demanded the replacement of its board. It's pushing for a new boss at Lululemon, which makes leggings, and has just squeezed Toyota to pay more for a supplier in which the Japanese carmaker and Elliott hold minority stakes.
Speaker B · Brew Markets · Activist Bites into Invisalign & LUNR Commercializing our Solar System · 2026-03-19