Category: Network effects

Written by kashif kidwai

Booking Holdings

Booking is the largest OTA (Online Travel Agency) globally. It also owns Priceline, Kayak, Agoda. Major Shareholders Shareholding is widely dispersed with the highest with Vanguard at 8%. CEO Glen Fogel owns about 0.1% and his shares are worth $57 million. Management The company was founded in 1999 as Priceline.com. Priceline acquired Booking.com in 2005 […]

Written by kashif kidwai

MCX – time is a friend for this business

I want to find businesses which get better with time like aged whisky. These are businesses which have a competitive advantage which is not only sustainable but grows over time. And that led me to the concept of businesses for which time is a friend. Businesses go through cycles and however strong the business may […]