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...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
PRO Top long ideas returned 21.7% in 2016**
"As a PRO member, we get uniquely valuable perspective that go beyond our quantiative analysis... We rely on PRO to get beyond the numbers quickly and add much needed perspective. It keeps me ahead of the next big thing. - Mark Choate, Malaga Cove Capital"
Mark Choate, Malaga Cove Capital
"Contributors (writers and commentators), often have a long history in the secuirities they opine on and some are clearly well positioned industry participants with detailed industry views that can help provide color on where the skeletons are buried in a particular secuirity and/or industry."
Jim Roumell, Roumell Asset Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details