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BC
Bill Combs
@billcombs · Feb 16

I had previously thought about buying shares of $ABNB, but ended up not buying them. However, I find $BKNG quite interesting as it has very good numbers and has been growing strongly recently. The stock is overvalued right now though, so we'll see if maybe there's a correction after this week's results.

Do you have shares of $ABNB or $BKNG in your portfolio?

Osobní pohled člena komunity, ne investiční doporučení. Pravidla komunity

MS

I see it as a very cyclical sector, so I don't invest in it.

GP

What do you think is cyclical about that?

CB

$BKNG has better performance here, but the stock is quite expensive right now. After a 15% drop, though, I'd be starting to think about buying.

BC

I get it, it's true it's not the cheapest.

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