Substack · El Substack de @EnsayoBursatil · EnsayoBursatil
TESIS: Booking
El Gigante Digital: Estrategia, Moat y Posicionamiento de Booking Holdings en la Era de la IA
Since publication −3.3% α −1.7 pp vs S&P 500 · USD
US · 9 entries · 9 publications
BKNG
Booking
- Entries
- 9
- Bullish
- 1
- Bearish
- 1
- First
- Feb 20, 2026
- Latest
- Oct 12, 2026
As many bullish as bearish among those that state a stance.
Jan 25 – Oct 26 · per month
Full performance tracking Pro · free during launch
Alpha of every thesis on BKNG at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
Sign up freeTimeline
Newest to oldest- October 2026 3 entries
Substack · Rijnberk InvestInsights · Daan | InvestInsights
Booking Holdings – AI is a Real Threat, But It’s Overestimated
15x Earnings for a 97% ROIC Machine - Booking is oversold by AI fears, not fundamentals!
Since publication −3.3% α −2.0 pp vs S&P 500 · USD
Substack · Quality Value Newsletter · Quality Value
Tesis: ¿Meta mata a Booking?
Hemos probado Muse, su agente de IA, para reservar un hotel: riesgos reales y qué cambia en nuestra tesis
Since publication BKNG −3.3% α −2.0 pp vs S&P 500 · USD
- September 2026 1 entry
Substack · Inside Talks · Liam Austin
Podcast Booking Agency Plan: Unlimited Profiles & Client Management
How to use the Podcast Profit Method and the Talks Agency plan to multiply the revenue mechanisms from this series across multiple shows, clients, and income streams
Since publication −15.1% α −15.1 pp vs S&P 500 · USD
- July 2026 1 entry
Substack · Origo Research
Deep | BKNG: Re-routing $7B of Paid Search in the Agentic Era
Booking Holdings spent $32B on advertising over the last 5 years.
Since publication −12.8% α −14.5 pp vs S&P 500 · USD
- May 2026 1 entry
Substack · Fractional Freedom Friday · GTMonday from GTM Partners
Stop Chasing Likes. Start Booking Meetings. Here's How)
This is huge!!!
Since publication −4.9% α −7.6 pp vs S&P 500 · USD
- April 2026 1 entry
Substack · Etcaetera - Easy Investing With a Portfolio Manager · Etcaetera (Akim’s Newsletter)
Booking Holdings: this Dip is a Golden Opportunity!
You probably book most of your hotel stays there. So do most travelers.
Since publication −12.0% α −19.6 pp vs S&P 500 · USD
- March 2026 1 entry
Short reports · Muddy Waters Research
How SOFI’s Borrowing Money and Booking it as a Sale Enriched Management (SOFI US)
Since publication BKNG +7.0% α +28.0 pp vs S&P 500 · USD
- February 2026 1 entry
Institutional · eToro
Deep Dive: A Beatdown for Booking Holdings
The Daily Breakdown takes a deeper dive into Booking Holdings, shares of which have come under pressure so far in 2026. Before we dive in, let’s make sure you’re set to receive The Daily Breakdown each morning. To keep…
Since publication −6.1% α −17.2 pp vs S&P 500 · USD
There are 8 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.