Miami Stock Watchlist

Marco Aldeanueva

@marcogoeslong

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Nine tickers I keep refreshing between pool games I'm losing and Cuban sandwiches I definitely don't deserve. Half of this is conviction, half is copium. DYOR, I'm just a guy with a Bloomberg terminal and a bad backhand.

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Miami Stock Watchlist — 2 items
Name	Ticker	Thesis	Verdict
1Carnival Corporation	CCL	Miami-based, revenge travel still has legs, balance sheet finally not on fire.	verdict: buy
2Royal Caribbean Group	RCL	Premium brand, pricing power, I say this while eating a $4 empanada.	verdict: buy

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