Billionaire Activist Investors Just Started to Rattle the Cages of These Two Stocks. Is It Time to Buy?
The Motley Fool
by newsfeedback@fool.com (Geoffrey Seiler)February 24, 2026
AI-Generated Deep Dive Summary
Activist investors have turned their attention to two key players in the travel industry, signaling potential changes ahead. Famed investor Paul Singer of Elliott Management has taken a significant 10% stake in Norwegian Cruise Line (NCLH) and issued a pointed critique of the company's leadership and operational missteps. In his letter to the board, Singer highlighted issues with execution and cost controls, while also noting that NCLH presents one of the most attractive valuation opportunities he has seen recently. Elliott Management is pushing for a new board structure with more industry expertise and stronger leadership, including a new CEO and executive team.
The situation at Norwegian Cruise Line is further complicated by recent leadership changes. The company appointed a new CEO this month, who previously led Subway Restaurants, but Singer argues that the current management lacks the necessary experience to turn the business around. This intervention marks a significant shift in the cruise line industry, where activist investors are increasingly looking for opportunities to drive change and improve performance.
Meanwhile, another major travel-related company, TripAdvisor, has also caught the attention of activist investors. While details about the specific actions taken by these investors are not yet fully clear, their involvement suggests a broader trend of activist investing in the travel sector. This could indicate growing confidence—or concern—about the ability of
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Originally published on The Motley Fool on 2/24/2026