Booking Holdings: Great Business, Fair Price, Long Runway
Booking is a cash-rich, capital-light business with strong moats, solid Q2 results, and AI risks that don't yet outweigh its long-term compounding power.
Booking is a cash-rich, capital-light business with strong moats, solid Q2 results, and AI risks that don't yet outweigh its long-term compounding power.
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