BKNG
1 tracked call · 1 long · 0 short · last 90d: 1L/0S
first called by We Study Billionaires 1mo ago
LONG1mo ago
“On a sort of DCF basis, I think you can get to about $220. I think it's worth about It's trading at about 167 today. So, the question is is that enough of a discount for those risks?”We Study Billionaires
Long Booking Holdings: the stock is trading at a discount around $167 due to fears of LLM disintermediation, but its durable network, capital-light model, and ongoing buybacks make it a strong value with a DCF target of $220.
BKNGLONG@ $170.53
$193.99+13.76%
since call Jun 21
peak +18.9%