Booking Holdings: A Quick Recovery, But The Stock Is Expensive Again
BKNGBooking Holdings(BKNG) Seeking Alpha·2024-11-13 02:01

Only a quarter ago, the mood around the travel industry was pessimistic. And despite continued macro concerns in the U.S. around weaker consumer spending, it didn’t take long for interest rate cuts and Trump’s reelection to change the tone immediately.With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been ...