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TIP709: The Art of Long-Term Investing w/ François Rochon
We Study Billionaires - The Investor’s Podcast Network
Navigating the Evolution of Travel Industry Investments
This chapter explores the transformation of the travel industry, focusing on how companies like Booking, Expedia, and Airbnb have adapted to changes through innovative business models. It emphasizes Booking's successful approach to maintaining profitability and its strategic share buybacks amidst market volatility. The discussion also touches on investment strategies and the competitive advantages necessary for thriving in a cyclical sector.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode