Jazz Wealth Managers on $BKNG (Nov 5, 2026)
The speaker is skeptical of Booking Holdings long term: travelers may increasingly use Google Gemini to plan trips and find hotels instead of booking sites, so he questions the long-term investment strategy. He acknowledges it survived today's deep downturn with barely a move, but remains concerned long term.
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I would say that Booking Holdings was one of those companies that survived today; I am concerned about it in the long term. I wonder how many people will continue to use these sites, when they might simply go to Google Gemini and say, "Find me a hotel.
This is my travel plan." Or can you prepare a trip plan for me? What is the long-term investment strategy here? I'm a little skeptical. But the fact that it barely moved today cannot be denied, given the depth of the market downturn.