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    Dan Politzer

    Director and Senior Equity Research Analyst at Wells Fargo

    Dan Politzer is a Director and Senior Equity Research Analyst at Wells Fargo, specializing in gaming and leisure sector research with coverage of major companies such as Churchill Downs. He has delivered actionable investment calls, including a Buy rating on Churchill Downs with a $165 price target, and is known for detailed sector insights that inform investor decisions. Politzer began his career at J.P. Morgan and joined Wells Fargo in 2021, following an advisory stint at Finalis and earning his degree from MIT. He is recognized for his strategic sector expertise and maintains professional credentials including FINRA registration and relevant securities licenses.

    Dan Politzer's questions to Norwegian Cruise Line Holdings (NCLH) leadership

    Dan Politzer's questions to Norwegian Cruise Line Holdings (NCLH) leadership • Q4 2024

    Question

    Dan Politzer from Wells Fargo asked for a comparison of demand for Europe versus the Caribbean and the impact of the strong U.S. dollar. He also inquired about the company's perspective on potential changes to U.S. taxation of the cruise industry.

    Answer

    CEO Harry Sommer explained that strong European demand has been consistent and is product-driven, while noting the Caribbean is a smaller part of the summer deployment. CFO Mark Kempa added the strong dollar is an EPS headwind but not a major demand driver. On taxes, Sommer called the issue highly complex and declined to speculate, instead highlighting potential tailwinds from peace in regions like Northern Europe, which could benefit their large 2026 deployment.

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