{"version":"market-claims.v1","claim":{"id":"mcl_51794fc091987f6ed6","url":"/trace/claims/mcl_51794fc091987f6ed6","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Cruise operators can't conjure new ships overnight, so the handful that exist quietly behave like monopolists and bank fat profits.","confidence":0.72,"expert":{"slug":"investlikebest","displayName":"Invest Like the Best","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/75a94db5-5","url":"/trace/experts/investlikebest","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"CCL","name":"CCL","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=laBi8as1FrE&t=1184s","sourceUrl":"https://youtube.com/watch?v=laBi8as1FrE","timecode":"19:44","startMs":1184000,"endMs":null,"excerpt":"this is a perfect example of Cournot oligopoly. The number of cruise ships is fixed, and in the short to medium term, so they maximize yield, which basically means they're adjusting price."},"performance":{"entryPrice":18.7099990845,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":"multi-year","isExplicitTrade":false,"notFinancialAdvice":true,"disclaimer":"AISO tracks public statements, not verified portfolio positions. This is not financial advice."},"expert":{"slug":"investlikebest","displayName":"Invest Like the Best","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/75a94db5-5","url":"/trace/experts/investlikebest","claimed":false},"source":{"platform":"YOUTUBE","title":"Investor Details Carvana's Wild Ride From -99% To Market Leader | Cliff Sosin Interview","sourceUrl":"https://youtube.com/watch?v=laBi8as1FrE","publishedAt":"2025-04-29T13:30:41.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=laBi8as1FrE&t=1184s","sourceUrl":"https://youtube.com/watch?v=laBi8as1FrE","timecode":"19:44","startMs":1184000,"endMs":null,"excerpt":"this is a perfect example of Cournot oligopoly. The number of cruise ships is fixed, and in the short to medium term, so they maximize yield, which basically means they're adjusting price.","quote":"this is a perfect example of Cournot oligopoly. The number of cruise ships is fixed, and in the short to medium term, so they maximize yield, which basically means they're adjusting price.","speaker":"Cliff Sosin"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"CCL","name":"CCL","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":18.7099990845,"currency":"USD","observedAt":"2025-04-29T13:30:41.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"CCL","assetClass":"EQUITY","price":18.7099990845,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"CCL","observedAt":"2025-04-29T13:30:41.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}