Transaction log
Dec 13, 2024 - Bought 75 @ $27.14 (1.09% wtg, coffee can)
Atour Lifestyle Holdings
Location: Shanghai, China
Profile
Industry: Lodging
Sector: Consumer discretionary
Theme: Emerging markets consumer
2-Year shareholder growth: 89.0%/year
Estimated fair value: $45
Valuation assumption: 4.0% MFCF yield
Estimated fair value history
Dec-24 - $42 (4.0% MFCF yield)
Mar-25 - $45
History
