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WSB722: Best Quality Stock Idea Q2 2025 w/ Clay Finck & Kyle Grieve

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Manage episode 483001798 series 1394353
Content provided by Stig Brodersen and The Investor's Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stig Brodersen and The Investor's Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

On today’s episode, Clay and Kyle give an overview of their best quality stock idea for Q2 2025. This quarter, they discuss Booking Holdings.

To our surprise, Booking Holdings is the world’s largest travel company. We explore how the company built a dominant position in Europe through its network effect, asset-light business model, and sound capital allocation decisions. We also cover Booking’s competitive advantages, financial performance, and key risks facing the business.

Clay finds Bookings Holdings to be a compelling long-term compounder, which led him to initiate a position in the company earlier this year.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

06:42 - How Booking built its dominant position in Europe and other markets globally.

11:47 - Why Booking Holdings is one of the most dominant and profitable online travel agencies in the world.

16:59 - An overview of the competitive landscape for online travel agencies.

38:21 - Booking Holdings’ competitive advantages.

40:46 - An overview of Bookings’ management team and incentive structure.

01:00:59 - How we view Bookings’ valuation today.

And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

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Help us reach new listeners by leaving us a ⁠⁠⁠rating and review⁠⁠⁠ on ⁠⁠⁠Spotify⁠⁠⁠! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

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Support our show by becoming a premium member! ⁠https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

1049 episodes

Artwork
iconShare
 
Manage episode 483001798 series 1394353
Content provided by Stig Brodersen and The Investor's Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stig Brodersen and The Investor's Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

On today’s episode, Clay and Kyle give an overview of their best quality stock idea for Q2 2025. This quarter, they discuss Booking Holdings.

To our surprise, Booking Holdings is the world’s largest travel company. We explore how the company built a dominant position in Europe through its network effect, asset-light business model, and sound capital allocation decisions. We also cover Booking’s competitive advantages, financial performance, and key risks facing the business.

Clay finds Bookings Holdings to be a compelling long-term compounder, which led him to initiate a position in the company earlier this year.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

06:42 - How Booking built its dominant position in Europe and other markets globally.

11:47 - Why Booking Holdings is one of the most dominant and profitable online travel agencies in the world.

16:59 - An overview of the competitive landscape for online travel agencies.

38:21 - Booking Holdings’ competitive advantages.

40:46 - An overview of Bookings’ management team and incentive structure.

01:00:59 - How we view Bookings’ valuation today.

And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our ⁠⁠⁠sponsors⁠⁠⁠:

HELP US OUT!

Help us reach new listeners by leaving us a ⁠⁠⁠rating and review⁠⁠⁠ on ⁠⁠⁠Spotify⁠⁠⁠! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member!

https://premium.theinvestorspodcast.com/

Support our show by becoming a premium member! ⁠https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

1049 episodes

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