dibrova/iStock via Getty Images Investment Thesis: I revise my rating on Playa Hotels & Resorts from Hold to Buy. In a previous article back in December, I made the argument that while Playa Hotels & Resorts (NASDAQ:PLYA) had seen encouraging growth in its average daily rate, occupancy pressures remained and that future growth would be dependent on the degree to which the company can improve RevPAR growth across its portfolios and reduce its net debt to EBITDA ratio. Since my last article, the stock has see ...