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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: TIVP047: Booking Holdings (BKNG): Does Booking.yeah = Value.yeah? w/ Shawn O’Malley & Daniel Mahncke
Description: Shawn O’Malley and Daniel Mahncke break down Booking Holdings (ticker: BKNG), the world’s largest travel company.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:24:07 - What are the subtle differences between Expedia, Booking, and Airbnb
00:26:18 - How Booking.com established a foothold in Europe despite Expedia’s dominance in North America
00:55:59 - What Alphabet could do to seriously disrupt Booking
01:01:14 - How Booking uses price parity to protect its value-add to customers
01:03:56 - Whether Booking can be disrupted by AI
01:09:50 - About the flawed approach the company has taken with its management comp
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