MentionTraceStock ideas from sharp blogs, podcasts & letters

Booking Holdings Inc.

Booking Holdings Inc., together with its subsidiaries, provides online and traditional travel and restaurant reservations and related services in the United States, the Netherlands, the United Kingdom, and internationally.

SectorConsumer DiscretionaryTickersBKNG, BKNGUS, BOOKINGHeadquarters🇺🇸 United StatesWebsitebookingholdings.com

Mentions

31 mentions · latest on 17 Oct 2026

See which tracked investors hold Booking Holdings Inc. →Ownership and position changes on OwnershipTrace

Asymmetric VenturesBlogBooking.com Update: is Muse the agent that finally cuts out the middleman?-17 Oct 2026
Value Investing by Giles CapitalBlogGiles Capital Reads - Week 41-14 Oct 2026
EdelweissBlog#93 Business Model Breakdowns: Online Travel Agencies in the age of AI agents-11 Oct 2026
Compound with RenéBlogAgentic AI: A Primer for Investors-9 Oct 2026
Yet Another Value BlogBlogConsumer agents: an ethics race, a prisoner’s dilemma, and the obvious OTA short-9 Oct 2026
The Dutch InvestorsBlogThe AI Agent Threat-8 Oct 2026
Rijnberk InvestInsightsBlogBooking Holdings – AI is a Real Threat, But It’s Overestimated-3 Oct 2026
Quality Value InvestmentsBlog¿Meta mata a Booking?-3 Oct 2026
Modern Value InvestingBlogPortfolio and Strategy Update: Q4 2026-2 Oct 2026
The Acquirers PodcastPodcastGreat Companies, Beaten-Down Stocks: Booking & Pool Corp with Jonathan Boyar Watch video
+2Watch · 2:02Watch · 7:40
1 Oct 2026
UncoverAlphaBlogThe Agent Economy: Who's Most at Risk?-30 Sept 2026
Value and OpportunityBlogAnother Return of the Travel Series: Is it now time to buy Booking at 15x NTM P/E ?-29 Sept 2026
Memyselfandi007’s SubstackBlogAnother Return of the Travel Series: Is it now time to buy Booking at 15x NTM P/E ?-29 Sept 2026
Quality Value InvestmentsBlogMeta pasa de rezagada a líder, y Booking paga la factura-29 Sept 2026
StockOpineBlogAI Agents Challenge Booking, Amazon Extends Its Logistics Reach & Grab Insiders Buy-25 Sept 2026
Platform AeronautBlogAgents Coming for the Middlemen: Will Muse Kill the OTA or Just Change the Landlord?-24 Sept 2026
Yet Another Value BlogBlogMusings on Muse: the inertia sell-off looks too broad-24 Sept 2026
Yet Another Value BlogBlogIf Muse is buying your running shoes, what happens to Nike?-21 Sept 2026
Yet Another Value BlogBlogThe rise (and downsides) of AI agents in investing-17 Sept 2026
Capitalist LettersBlogBooking Holdings Deep Dive: An Attractive Setup-13 Sept 2026
StockOpineBlogSunbelt Accelerates, Adobe Thesis Gets Stronger & Intuit Sends a Signal-11 Sept 2026
Asymmetric VenturesBlogBooking Holdings-9 Sept 2026
Asymmetric VenturesBlogBooking Holdings-9 Sept 2026
TacticzHazelBlog7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 33-17 Aug 2026
StockOpineBlogBooking Holdings Q2’26: Resilient Execution & Expanded Cost Savings-12 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 32-10 Aug 2026
scuttleblurbBlog[scuttleslops] BKNG, ABNB, SHOP, LPX, TREX, XYZ-7 Aug 2026
FrontierVikingBlogFinding My Investing DNA, Part I-4 Jul 2026
Platform AeronautBlogPlatform Margins Update + A New MCP/GPT Tool for Transcript Research | PA Dispatch No. 13-6 Mar 2026
Compounders PodcastPodcastDividend Growth Rate as the Most Important Signal with Jonathan Nurick of DivGro-8 Jan 2026