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Inspirato: Resilience And Scalability Of Luxury Travel Subscription Platform Point To Promising Upside

Oct. 06, 2021 6:36 AM ETInspirato Incorporated (ISPO) Stock5 Comments
Acutel profile picture


  • Inspirato is a promising candidate for investors in travel and leisure keen on profiting from the growing dominance of travel tech and the explosion in demand for luxury travel.
  • The company has pioneered a luxury travel subscription platform that leverages technology to connect subscribers to more than 500 hotels and resorts and 385 residences.
  • The EBITDA positive company expects its platform to deliver Annual Recurring Revenues north of $100 million by Q1 2022 and reach $149 million as we move into 2023.
  • Inspirato's platform has proven resilient and scalable, even during the pandemic,  while the business model is designed for efficiency, as Inspirato leases its inventory.
  • The potential to deliver profitable growth at scale is not priced into the current price and at a valuation of TEV/2022E Revenue of 3.0X, we feel it has promising upside.

Luxury beach house with sea view swimming pool and terrace at vacation.3d rendering

Ninoon/iStock via Getty Images

Two major trends are redefining the travel and leisure industry today. The first is the growing dominance of travel tech companies. These are companies that leverage internet-based technology to facilitate travel bookings and reservations, ride sharing and hailing, travel price

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Acutel profile picture
We are global investors who invest in good companies at fair valuation and speculate on all else, subject to the risk exposure we can afford

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in TVAC over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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Comments (5)

Mktneutralhedger profile picture
well, let's see it coming back to par!
Gains on Gains profile picture
Just caught their interview on SPACsAttack and was intrigued. One thing worth mentioning because it threw me off is that the trust value is over 10.10 per share. I was initially super impressed thinking they were trading above trust and would have very limited redemptions.
Acutel profile picture
@Gains on Gains Check out the current price action
Gains on Gains profile picture
@Acutel I don't understand how it squeezed since the PIPE was unlocked the day after ticker change but thankfully this ran my warrants up to above my average price. I sold and will wait for deflation to get back in. I think the business could do well as an actual business and not just a plaything for traders but like $13-14 well with 2.50 warrants in a year or two not 50 today.
ndwh2005 profile picture
Thank you for writing this article. You have intrigued me, and I agree, this company sounds very interesting! You are crushing it with your content!
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