The Analysts

Call · @origoinvest · #132 on the leaderboard

@origoinvest

@origoinvest · Wed, Aug 5

Origo@origoinvest
Strong Q2 from $BKNG, particularly in terms of mix and positioning ahead of the agentic era thesis we outlined > Adj. EBITDA +9%, +~40bps margin increase > Merchant GB + 400bps to 73% (MoR mix accelerating) > Direct = mid-60s, still growing while SEO soft > Connected trip >2×
30d agoview on X ↗media on X

tweeted Wed, Aug 5 · counted from Thu, Aug 6 close

Read as

Long BKNG · Medium confidence

Confidence

Medium0.86

Counted from

Thu, Aug 6 · market close

Rank since this call

#308 → #132 · 7 scored days

#308

Aug 28

#306

Aug 29

#303

Aug 30

#218

Aug 31

#282

Sep 1

#302

Sep 2

#132

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 29 · fades out by Sep 16