MTN Vail Resorts Inc.

Vail Resorts gained a major boost in its boardroom battle after longtime top shareholder Baron Capital, which owns approximately 18%, pledged to support management and CEO Rob Katz while opposing all four nominees proposed by activist investor Oasis Management, which holds roughly 9%. Oasis, led by Seth Fischer, is seeking board changes to improve customer experience, pricing discipline and asset monetization. Its slate includes former Disney CEO Robert Chapek. Vail’s board argues the nominees lack public-company operating experience and could disrupt ongoing restructuring efforts, while questioning Chapek’s governance record. The dispute also includes allegations of coordination between Oasis and Cloudflare CEO Matthew Prince, who previously expressed interest in acquiring Park City Mountain. Both Prince and Oasis denied improper coordination. Oasis accused management of using misleading allegations to distract from years of operational underperformance. $MTN $DIS $NET

$MTN The Ammount of snow forecasted DON’T MEAN 💩 (Also omitted is this ‘SnOw’ is forecasted to be heavy & wet and that means ICY if your resort is managed by pissed off, under paid groomers running old equipment). When your resort empire is a nasty facade of full of broken & dirty neglected, old rundown buildings and equipment. (privaty equity aligned board members greedily taking the money from publicly traded [mtn] stonks). They even moved the office HQ’s to nasty cheap Denver slum buisness office areas.. This is Especially concerning when Competitors (Like Steamboat Springs CO and Big Sky MT are creating TRUE EPIC new and clean locations… Hell even the euro trash (legacy snobby) ski resorts are seeing this and reinventing their slopes and brand..

$MTN Oasis makes no mention of the two biggest issues facing Vail Resorts HR and competitiveness and Capital needs at resorts. They will fail

$MTN Close to the $150 LEAP PUT opportunity buying zone on this husk of corporate garbage & greed. CO Weather for 2027 season: same cold icy low skiable snow conditions. Commercial realestate: still in the gutter worse than ever and on the heels of a residential housing price correction. Epic pass barely able to EVEN market itself, one commercial a week maybe on CO tv. stations. With no online presence, no pop up ads on any SM platforms. All during this is right now peak season pass buying time. All the resorts in the franchise are watching the barely enough to exist, ‘have to work here’ low energy employees lumber back to work, over leveraged to a point of quit at anytime hairpin trigger employment . Ski patrol, techinacal maintenance & resort operations crews all working in a state of dread as they patch up old tired equipment for another season. All the board member/exec carcass bone picking is bearing fruit!

Typical $MTN shit Katz ain’t leaving and doesn’t know how to lead and manage the company