BKNG - Booking Holdings Inc. 0 WATCHERS

I focus on it differently, so I rather prefer comment it: Main (70-80%): GOOGL, META, AMZN, MSFT, ASML, RMS, 2330, MA Extremely high quality (15-25%): V, ITX, MONC, RACE, BKNG, BRK B, My personal bets for many reasons (5-15%): CHKP, UTHR, EVO, MRK, ADYEN, GAW, ZETA Special situations and even …

Anyone know of a website or a way to track large purchases from financial companies? I looked it up and you can scan SEC documents but shit is a foreign language... BKNG is up over 5% (over $200) today and there's no news except for the fact that around 10-12 …

Shorting no. Betting on the fact that AI wont distruct companies. Holding companies like BKNG and recently added ADBE and DUOL

I want to dig into BKNG, is AI threat super real or hype... seems interesting here

In my opinion, the generational winners will be companies with the largest datasets will prevail - GOOG=BIDU > APPL> AMZN=BABA > MSFT=META but there will also be industry specific players (like healthcare, i.e., drug discovery , possibly UNH or research hospital like MSK or Duke Univ), defense maybe PLTR, travel …

Their opportunity to grow in many Ex US markets and to add new categories like events (which are bringing many net new users to the platform) means Abnb will compound for a long time - in a capital light way. It’s great they are buying in so many shares here …

Undervalued: BKNG, CSU, probably NICE