How The Acquirers Podcast’s view on $BKNG changed

2026-10-02Bullish
“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.

2026-09-30Bullish
“Why Own a Sports Team Stock? Jonathan Boyar on MSGS, Braves & 3 Other Value Picks”
BKNG has a durable moat against AI competitors like Mews; current price weakness creates a buy opportunity.

We did that earlier this year with Salesforce and Microsoft, and now we're doing it with Airbnb, Booking and some other stocks.

Let's talk a little about Booking, as one of our guests discussed it previously. It is a company in which I also own shares , with full disclosure, but it appears to be influenced by artificial intelligence, or at least that's how it seems.

2026-09-21Bullish
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