The Special Situation Report

The Special Situation Report

Norwegian Cruise Line: Turning Around a Massive Ship

Insider Weekends

Asif's avatar
Asif
May 31, 2026
∙ Paid

Norwegian Cruise Line Holdings Ltd (NCLH): $18.34

Market Cap: $8.42B

Enterprise Value: $24.32B

Introduction

The COVID years still feel like a bit of a blur to me, in the sense that it simultaneously feels like a great amount of time has passed and no time has passed at all. It’s hard to believe we’re coming up on over 6 years since the pandemic, but I think…

Keep reading with a 7-day free trial

Subscribe to The Special Situation Report to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2026 The Special Situation Report · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture