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Patient Capital Management's investment thesis on Expedia ($EXPE) — Q4 2024 | Buyside Digest

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$EXPENASDAQExpedia

BULL

Patient Capital Management—EXPE

Fund Letter

Q4 2024

Published January 13, 2025

View Fund Profile

$309.84USD

+4.0% vs last month

$187.28Pitched

+65.4% since pitch

Market Cap$37.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Expedia Group experienced a sharp upward re-rating in Q4 after lagging for most of the year despite strong underlying business fundamentals. The fund successfully...

— Christina Siegel Malbon

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