BDC on X
Internet analysts once focused on Google Search, Meta advertising, Netflix subscribers and AWS growth. AI-era capex has made those earnings calls more complex.
NASDAQ
Booking Holdings Inc.
BKNG
3 articles
$158B Market cap · 2026-08-21
Airbnb 2Q'26: Widening the Gap with Booking
Airbnb added 14 million booked nights and seats, up 10%, and guided low-double-digit third-quarter growth as North America and EMEA…
[scuttleslops] BKNG, ABNB, SHOP, LPX, TREX, XYZ
Booking Holdings beat Q2 guidance as room nights grew 5%; connected trips, merchant payments and Genius loyalty strengthened direct…
Investor Letters
Letters that discuss BKNG.
- Polaris Capital Management Second Quarter 2026 Global Equity Composite Commentary SECOND QUARTER 2026 +13.3% AAIGF $98BADBE $110BBABA $290BBKNG $158B
- Giverny Capital Annual Letter to our Partners 2025 2025 +2.7% CNSWF $47BCNI $77BFISV $28BFIVE $13B
- Grey Owl Capital Management Fata Morgana fourth quarter of 2018 — JEF $12BTRIP $1.2BAGN delistedBKNG $158B
