“Are AI Fears Crushing High-Quality Travel Stocks?”
AI disruption fears for BKNG are unfounded due to its moat in small-hotel supply and operations; the stock is currently undervalued and a buy.
Let's talk a little about Booking, as one of our guests has already discussed it. I also own shares in it, to be honest, but it seems to have been affected by artificial intelligence, or at least that's how it appears.
But, as you know, Muse released a report—and we're recording this episode on September 29, two weeks ago—that has had a major impact on Airbnb and Booking.