Skip to content
REGISTER FOR FREE
buysidedigest hedge fund letters for investors
  • Investor Letters
  • BSD 13Fs
  • Elevator Pitches
  • BSDigest
  • Insights
  • Login
  • Register
  • Investor Letters
  • BSD 13Fs
  • Elevator Pitches
  • BSDigest
  • Insights
  • Login
  • Register

Pitch Keyword: Booking Holdings

Booking Holdings – A World-Class Compounder Trading at a Value PriceBooking Holdings Inc. – BKNG

Pitch Summary: Booking Holdings is a dominant player in the travel industry with a strong competitive moat driven by scale, network effects, and brand power. The company continues to outgrow its peers, improve profitability, and gain market share globally. It has demonstrated robust financial performance with consistent revenue growth, expanding EBITDA margins, and significant free […]

🚨 A New Stock Added to the Portfolio + 3 More TransactionsBooking Holdings – BKNG

Pitch Summary: The investor has added Booking Holdings to their portfolio due to a recent 7.5% decline in the stock price, which presented a buying opportunity. The investor has been waiting for a price dip to increase their position in this major player in the travel industry. BSD Analysis: Booking Holdings is a dominant force […]

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors
  • [email protected]

Follow Us On:

  • © 2025 Buyside Digest
  • Privacy Policy
  • Disclaimer
  • Sitemap
  • Terms of Service