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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
We’ve owned Booking shares since 2018. It was one...
— Daniel Shvartsman
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Other investors who've written on Booking Holdings Inc.
The stock's recent underperformance over AI disruption fears creates an attractive entry point for this dominant online travel agency. Its deep supply-side...
The fund established a position in Booking Holdings, identifying it as a resilient quality compounder that benefits from a tax-efficient European employee footprint that minimizes stock-based compensation dilution.
Booking Holdings represents an attractive entry point after underperforming due to fears that AI agents will disrupt its direct-traffic model. The manager believes...
More institutional theses from Middle Coast Investing
TriMas Corporation ($TRS) manufactures engineered packaging solutions and specialized gas cylinders for industrial, consumer, and pharmaceutical end markets. Middle Coast Investing...
Telephone and Data Systems ($TDS) is a regional telecommunications and broadband operator undergoing a multi-year corporate transformation. The manager adopted...
Tripadvisor ($TRIP) operates an online travel platform and booking marketplace, with its critical growth driver centered on Viator, an experiences and tour booking marketplace. While trimming shares...