zecount @JonathanSebbane

Not everything that can be counted counts and not everything that counts can be counted New York Joined March 2009

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zecount @JonathanSebbane

3 years ago

@StopAntisemites They should hire Kevin McAllister!

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zecount @JonathanSebbane

3 years ago

@SHAQ Defo Shaq over Curry

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Alf @MacroAlf

4 years ago

A gentle reminder that the biggest asset class in the world is not bonds or equities. It’s real estate. And by far. Watch it closely, guys.

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President Biden Archived @POTUS46Archive

4 years ago

I just want to make a few things clear: The Holocaust happened. Hitler was a demonic figure. And instead of giving it a platform, our political leaders should be calling out and rejecting antisemitism wherever it hides. Silence is complicity.

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MichaelRapaport @MichaelRapaport

4 years ago

@JGreenblattADL ✌🏼

MichaelRapaport @MichaelRapaport

4 years ago

I turn my back on you @kanyewest Gimp Mask Wearing Moron Praising a Monster to a Misfit

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zecount @JonathanSebbane

4 years ago

Always blue!

Product Hunt 😸 @ProductHunt

4 years ago

Only one team can save Twitter now...

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zecount @JonathanSebbane

4 years ago

@profgalloway Amazing shot of her

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zecount @JonathanSebbane

4 years ago

@ESPNF1 Don’t underestimate @LewisHamilton he will be back on top next year with a better car hopefully!

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zecount @JonathanSebbane

4 years ago

@Charles_Leclerc Ils auraient forcer Carlos a te laisser passer et prendre les pts de la mm maniere que Max aurait du laisser passer Checo… sinon tres belle course en esperant que tu gagnes la prochaine…

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zecount @JonathanSebbane

4 years ago

@runwithjo Seems right hahaha

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zecount @JonathanSebbane

4 years ago

@jackson_feder Tokyo no doubt

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zecount @JonathanSebbane

4 years ago

@runwithjo @CFDA @HouseofHerrera @wesgordon ❤️❤️❤️❤️❤️

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zecount @JonathanSebbane

4 years ago

@rafat @JAalster Furthermore, no other media/conference platform really covers them (except lodging analysts) so Skift would be the first. Always find it weird not to have cruise exec presence at NYU, ALIS etc. Good topic for discussion. Be the first Rafat!

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zecount @JonathanSebbane

4 years ago

@rafat @JAalster I think you should. Lots of potential synergies with other sub-sectors and across other industries. I never been on one but think it is a fascinating industry with huge loyalty/return guest rate above everyone else hence my confidence for the rebound...

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zecount @JonathanSebbane

4 years ago

@JAalster @rafat Cruise is the worst performing sub-sector with median revenues at about 70% of 2019 and median ebitda at -9% from 2019. I expect a rebound in 2023 but time will tell. (2/2)

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zecount @JonathanSebbane

4 years ago

@JAalster @rafat Most lodging c-corps/lodging reits/timeshare/theme parks have had both median revenues and median ebitda (2022E) at or above 2019 levels. Both leisure and business airlines are at or above in terms or revenues but about half of 2019 in terms of ebitda. (1/2)