$BKNG

BKNG

Booking Holdings Inc.

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As of 10-01
09-30
The Acquirers PodcastPublished 2026-09-30
“Why Own a Sports Team Stock? Jonathan Boyar on MSGS, Braves & 3 Other Value Picks”
$BKNGBullish
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.

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09-25
The CompoundPublished 2026-09-25
“People Hate These 5 Stocks But They'll Be Wrong | TCAF 261”
$BKNGBullish
AI competition fears are overblown; Booking's entrenched inventory and relationships make the recent sell-off a buying opportunity.

So, Jonathan, for people like you, when you see this and look at Expedia and Booking, which we'll be talking about, you must be excited because you know historically what happens to some of these businesses that you've followed for a long time when automation competition emerges, because you've seen this before.

Okay. I mean, Booking and Airbnb, why they were in that basket and how Goldman comes up with those baskets, I have no idea. That's absolutely ridiculous. I think this will turn out to be a great buying opportunity. I don't know why some of those banks are there.

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