The cover story delves into how Elon Musk could make Twitter (TWTR) a financial success. The bullish scenario for Twitter is said to be that it has huge potential that could be unlocked after years of mismanagement. Musk’s strategy is expected to involve a harder shift to subscription revenue over advertising revenue, which accounted for nearly 90% of Twitter’s revenue last year. One of the obstacles that Twitter will face is annual interest costs could total $600 million or more after Twitter raises financing in the high-yield bond market.
The cruise line sector gets a favorable write-up this week on the simple thesis the demand is booming. Onboard cruise spending in restaurants, spas, and other venues this winter and spring has been strong, while bookings for 2022 and beyond are accelerating in a positive development for Royal Caribbean (RCL), Carnival (CCL), and Norwegian Cruise Line (NCLH).