Expedia: Momentum Building, Multiples Expanding
As an avid Booking Holdings ( BKNG ) user, I was curious as to the company's business model and valuation, and about a year ago, I analyzed this great stock and its peerExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy learning and applying my experience to unravel, comprehend and benefit from new ideas ...