Company Overview and News

3
Project $1M: High Volatility Continues

2018-09-17 seekingalpha
Project $1M is my collection of high growth, wide moat businesses that are held for the long term.
BKNG BIDU

52
10 Stocks That Every 20-Year-Old Should Buy

2018-09-14 investorplace
Investing in your 20s is not only smart, it’s exciting. The best part about creating a long-term portfolio — whether while going back to school or taking time off — is having the time to invest in undervalued companies. When looking at stocks to buy in your 20s, it’s all about opportunity cost, which is spent in spades throughout your late-teens and as an aimless 20-something. Long-term investors have the benefit of time, allowing them to ride out turbulence others can’t.
WFCNP FB NFLX GOOG GM BIDU WFC IBM TRIP WM EXPE BP BKNG GOOGL CVX SBUX PCLN

 
Ctrip: Avoid For Now

2018-09-13 seekingalpha
Ctrip showed upside to analysts' consensus estimates for the second quarter, giving a brief respite to shares.
BKNG

9
Expedia: Cheap, But Not Cheap Enough

2018-09-11 seekingalpha
Expedia operates in a growing OTA market. This market is highly fragmented. I believe this gives Expedia ample room for growth through acquisitions.
DESP EXPE BKNG CTRP TRIP GOOG

12
TripAdvisor Is Sitting On A Potential Gold Mine

2018-09-10 seekingalpha - 1
TripAdvisor business model still hinges on being an OTA. Nevertheless, its real value lies in its unique monthly users.
EXPE FB BKNG TRIP

17
PayPal President and CEO Daniel H. Schulman elected to Verizon Board of Directors

2018-09-06 globenewswire
NEW YORK, Sept. 06, 2018 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (NYSE, Nasdaq: VZ) today announced the election of Daniel H. Schulman, president and chief executive officer of PayPal Holdings, Inc., to the Verizon Board of Directors, effective September 6.
SYMC BKNG VZ PCLN PYPL VZA

158
Tracking Chase Coleman's Tiger Global Portfolio - Q2 2018 Update

2018-09-05 seekingalpha - 6
The largest three positions are Spotify, Amazon.com, and JD.com, and they add up to ~30% of the portfolio.
RDFN BCS NOW HUYA REDU FPI CRM QSR.WI SOGO 83SF FEYE AMZN 83SK TWTR MELI SWCH TEAM PSTG COUP BILI CLDR MSFT JD FB FIT LC MDB DOCU NFLX APO ADBE DESP DBX OKTA QSR 47MC SHOP NETS TDG RUN ZTO MA PVTL AVLR V BKNG IQ ADSK FLT

100
Tracking Stephen Mandel's Lone Pine Capital Portfolio - Q2 2018 Update

2018-09-04 seekingalpha - 1
Stephen Mandel’s 13F portfolio value decreased ~4% from $19.74B to $18.91B. The number of positions decreased from 30 to 28.
STZ.B FB CP SQNXF NOW PYPL GOOG NVDA ADBE ATVI DLTR CP AMZN AVGO CSX MELI TSM IQV EA SQ WYNN TDG TRU TMUSP TMUS STZ EXAS SE BABA BLK BKNG GOOGL MSFT BRCM MHK UNH SBAC

 
Booking Holdings: Waiting For A Rebound

2018-09-02 seekingalpha
Booking Holdings has continued its recent downtrend, following a Q2 earnings release that again failed to impress investors.
BKNG

12
Why Booking.com Grew Throughout Europe

2018-08-31 seekingalpha
Building a vast supply of European hotels was easier done with the agency model than it would have been with the merchant model.
EXPE BKNG PCLN

36
Set Phasers To 'Systematic'

2018-08-20 seekingalpha
We had always assumed William Shatner had made a killing being the spokesperson for Priceline (now known as Booking Holdings (NASDAQ:BKNG)), with the stock being one of the best performers in the US market over the past 10 years, up about 1,900% (yeah, with a comma). Here's that price action:
BKNG AMZN AAPL

 
Booking Holdings: Buy It Now

2018-08-20 seekingalpha
The Momentum Growth Quotient for the company is 15.08, which is 50.27% higher than the average for the S&P 100.
BKNG

1
Should companies move to a semi-annual reporting schedule? Probably not, say analysts - MarketWatch

2018-08-17 marketwatch
Should the U.S. move to a six-month financial reporting calendar from the current quarterly one as President Donald Trump mooted in an early Friday tweet?
BKNG PEP

1
MakeMyTrip Ltd. (MMYT) CEO Deep Kalra on Q1 2019 Results - Earnings Call Transcript

2018-08-15 seekingalpha - 1
Good day, ladies and gentlemen, and welcome to the MakeMyTrip Limited Fiscal 2019 First Quarter Earnings Call. [Operator Instructions] As a reminder, this conference call may be recorded. I would now like to turn the conference over to Jonathan Huang, Vice President, Investor Relations. You may begin.
MMYT BKNG

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