Booking Holdings: Playing Nice with the Google Monster
Earlier this month, Ensemble Capital’s CIO Sean Stannard-Stockton presented our thesis on Booking Holdings at MOI Global’s Best Ideas 2020 conference. The presentation is an extended exploration of why Booking, uniquely among online travel companies, is positioned to thrive alongside Google, rather than being disrupted by them. For a shorter read on our thesis, see our recent blog post on the same topic.
(click here to see video if you’re reading this in an email)
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