Jul 31, 2019
Expedia was one of the first Online Travel Agencies (OTAs) on the internet and is still a big player in the space today. Expedia's stable of brands primarily facilitates buying hotels online, but also supports flights, cruises and more. HomeAway, the owner of the VRBO brand, is their fastest growing segment.
Jul 24, 2019
Formerly known as Priceline.com, Booking Holdings is a group of travel websites that allow people to have direct access to hotel, rental car, and restaurant listings. They are one of the bigger players in the Online Travel Agency (OTA) space. Though they compete heavily with other websites, they have delivered solid...
Jul 17, 2019
Invesco is one of America's largest asset managers with over one trillion dollars in assets under management. Their strength is in their global capabilities - they serve over 120 markets around the world. They have managed to survive in spite of a radical change in the asset management industry over the last decade,...
Jul 10, 2019
Planet Fitness is a medium-sized but quickly growing gym in the United States. They operate on a franchise model and have quickly been taking market share by catering to the casual gym-goer. In this episode we look at several factors influencing the business' fundamentals, as well as valuation and future outlook.
Jul 3, 2019
The Dunning-Kruger effect is the tendency for those who are incompetent to overestimate their competence. This "dual burden" is two fold: 1) incompetence means less capability to do things well, and 2) overestimation of one's ability means more susceptibility to blind spots and thus, catastrophic...