Goudy Park Capital
Long/short equity, long-term horizon

SeaWorld: A Shamu-Sized Opportunity For Investors

SeaWorld (NYSE:SEAS), a public company operating aquatic educational and entertainment theme parks, has recently found itself under attack by the media and animal rights activist groups following last summer's release of Blackfish. This film, combined with seasonally harsh weather, bad timing of holidays, and limited promotional activity, has caused the stock to reach a level we find attractive for long investors. SEAS currently trades near its all-time low, but we believe that the worst is behind it.

At $28/share, SEAS trades at a discount to peers, even as it begins to show accelerating growth off a weaker year. This is an attractive investment with potential for longer term return on invested capital in excess of 15%. This year...

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