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Which podcasts are discussing BKNG?
5 ATTRIBUTED IDEAS · 4 EPISODES · 4 SHOWS
The shows
We Study Billionaires - The Investors Podcast Network
CNBC Fast Money
Excess Returns
The Compound and Friends
Where the discussion went deepest
21 JUN21 JUNWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
AI disintermediation fears discount Booking Holdings
“The thesis argued that Booking Holdings offers a compelling risk-adjusted value because its specialized partner relationships and network effects make its travel ecosystem durable against AI disruption.”
TIP825: Meta, Adobe, Booking Holdings w/ Stig Brodersen, Tobias Carlisle & Hari Ramachandra
In depth · 4/5Verify in source →
21 JUN21 JUNWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Booking.com discounted on LLM disintermediation fears
“Booking.com's valuation discount presents an opportunity as its structural network effects with independent hotels mitigate potential disintermediation by LLMs.”
TIP825: Meta, Adobe, Booking Holdings w/ Stig Brodersen, Tobias Carlisle & Hari Ramachandra
In depth · 4/5Verify in source →
11 AUGYESTERDAYTHE COMPOUND AND FRIENDS · 09:00
Travel stocks resilient to AI disruption
“The hosts argued that travel stocks like Expedia are not being disrupted by AI, as current travel demand supersedes any near-term tech risk.”
Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia
Substantive discussion · 3/5Verify in source →
7 AUG5D AGOCNBC FAST MONEY · 27:00
AI as a tailwind, not threat, for travel platforms
“The panel argued that AI is enhancing, not threatening, online travel platforms like Airbnb and Expedia by improving search and comparison features, driving a re-rating.”
Markets React to Jobs Report… And The State of Emerging Markets 8/7/26
Substantive discussion · 3/5Verify in source →
20 JUN20 JUNEXCESS RETURNS
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