• Broadcom Inc. (AVGO)
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• Expedia Group Inc. (EXPE)
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• American Express Company (AXP)
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• Cummins Inc. (CMI)
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• Jacobs Solutions Inc. (J)
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Q: With new funds, looking to allocate for growth - but bearing in mind risk.
Which ones would you focus on [what's their "add"], with your expectations over 3+ years, and entry prices.
Thanks

Upvote 3

Read Answer Asked by sam on December 16, 2024

• Expedia Group Inc. (EXPE)
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• Booking Holdings Inc. (BKNG)
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Q: Hello, I keep missing the boat on BKNG, I know I asked this question recently, but, it never came down to its adjusted price I was hoping for. Would you dive in at current prices or does EXPE make more sense ?

Thanks.

Upvote 1

Read Answer Asked by Robbie on November 12, 2024

• Expedia Group Inc. (EXPE)
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• Uber Technologies Inc. (UBER)
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Q: What do you make of the Financial Times report that Uber (UBER-N) explored a possible bid for Expedia? Would this be good for Uber stock price….even though it is down this morning?

Upvote 4

Read Answer Asked by David on October 18, 2024