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Booking Holdings Inc. (BKNG)
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lululemon athletica inc. (LULU)
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Domino's Pizza Inc (DPZ)
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Airbnb Inc. (ABNB)
Q: Would you initiate a position here? This company rarely falters the way it has recently. Is this a compelling buy, if so, please rate it on scale of 1-10, 10 being a high conviction. Please rank it amongst your favourites in consumer discretionary.
Thank you.
Thank you.
Q: What are your thoughts on BKNG? Is it a better company than ABNB for the next 3 to 5 years?
Q: What do you think of airbnb and uber? i use both companies a lot and like them.
Can you give me your thoughts on each in terms of: valuation, growth prospects, how they stack up to peers, and how good the ROE is?
Would you say one is better than the other? I assume they are both pretty GDP sensitive w/how much travel and leisure spending impacts them
Can you give me your thoughts on each in terms of: valuation, growth prospects, how they stack up to peers, and how good the ROE is?
Would you say one is better than the other? I assume they are both pretty GDP sensitive w/how much travel and leisure spending impacts them
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