Booking.com & Expedia: 2024's Travel Powerhouses? Stock Analysis

Описание: I bought two new stocks, Expedia (EXPE) & Booking.com (BKNG). As massive players in the travel industries that generate huge profits and increase their revenues year over year at 10+% rates, I believe they have the potential to be multi-bagger stocks over the long term.

In this video I take you through both of the companies' growth stories and financials and explain why I decided to buy their stock. In addition to that, I talk a bit about why diversification is important but not at the expense of quality by overdiversifying.

This is not investment advice, just my thoughts on companies I own stock in!

Chapters
0:00 Introduction
0:35 Travel Investment Opportunity
2:22 Airbnb vs Expedia vs Booking.com vs Marriott
3:37 Booking.com Growth Story
5:40 BKNG Financials
6:10 Expedia Growth Story
7:19 EXPE Financials
8:41 EXPE & BKNG Discounted Cashflow Analysis
9:15 Portfolio Diversification & Final Thoughts