Booking Holdings: Replaced by AI or Buying Opportunity? скачать в хорошем качестве

Booking Holdings: Replaced by AI or Buying Opportunity?

Booking Holdings is the world's largest online travel agency and has for years arbitraged clicks from Google into generating bookings for hundreds of thousands of properties globally. After competing against hundreds of travel competitors, they have come out on top. However, despite their dominance, a new risk is forming from AI. Could AI Agents cut Booking out of the hotel reservation transaction entirely? The market started pricing in that risk, but how realistic is that? In this video we cover the key AI question as well as touch on the business, the industry, competition, and valuation. ** Free trial and *15% off of a Fiscal.AI subscription through this link here: https://fiscal.ai/drewcohen/ ~*~ I worked at Goldman Sachs and an investment fund that managed hundreds of billions of dollars. In this channel I will teach you everything I know, including how to analyze a business, how to invest, the differences between bad and good businesses, and other finance topics. Follow us to learn 1) how to become a better investor and 2) how to analyze and understand business! ~*~ Chapters 0:00 — -25% Selloff 5:00 — Business Overview 24:49 — Merchant vs Agency Model 33:37 — Competition 59:38 — AI Risks 1:14:12 — Valuation ~*~*~*~*~*~ Drew Cohen is a Registered Investment Advisor and he also runs an investment research firm that caters to professional investor and hedge funds. You can find out more about the research firm at www.SpeedwellResearch.com Drew also has a podcast called The Synopsis. The Synopsis is aimed toward professional investors and covers stocks, investing, and various other topical business news. Follow the Podcast on Spotify here: https://open.spotify.com/show/3lGqHRK... Follow the Podcast on Apple here: https://podcasts.apple.com/us/podcast... ~*~*~*~*~*~ Nothing here is financial advice. See channel disclaimers. ~*~*~*~*~*~ #investing #stockmarket #finance