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MTN
Vail Resorts·Resorts & Casinos·United States
Vail Resorts, Inc., together with its subsidiaries, operates mountain resorts and regional ski areas in the United States and internationally. It operates in three segments: Mountain, Lodging, and Rea...
1 Total1 External0 In-site
MTNVail Resorts
2026-01-31🛍️ Consumer CyclicalLong
Externalby Warden Capital · Substack
Warden 2025 year end letter
Vail Resorts is considered a significant opportunity due to its portfolio of irreplaceable ski resort assets with limited competition. The company appears cheap on various valuation metrics. The primary investment risk is variable snowfall, which can impact yearly performance, but the Epic Pass program helps to smooth out revenue and mitigate this risk.