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May 25, 2026

Agilysys: Oracle's Decline & Rise of Enterprise POS/PMS

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IP Interview
AgilysysUSMid CapAmadeus ITMarriott InternationalFranchisorsInformation TechnologyConsumer Discretionary
Oct 19, 2025

Booking Holdings: OTA Model & Agentic AI

Partner Interview
Booking HoldingsUSLarge CapExpediaMakeMyTripGoogleAmadeus ITTripAdvisoreDreams ODIGEOTrip.com GroupNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
Oct 19, 2025

Booking Holdings: AI Efficiency Gains & Culture

Partner Interview
Booking HoldingsUSLarge CapExpediaMakeMyTripGoogleAmadeus ITTripAdvisoreDreams ODIGEOTrip.com GroupNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
Sep 18, 2025

Ryanair: OTA Partnership Dynamics

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Ryanair Holdings plcIELarge CapWizz AireasyjetBooking HoldingsAmadeus ITKiwi Technology Inc.Scale EconomiesNetwork EffectsLow Cost OperatorsMarketplaces & PlatformsIndustrialsConsumer DiscretionaryInformation Technology
Sep 3, 2025

Wizz Air: Growth at All Costs vs Ryanair’s Sustainable Advantage

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Wizz AirJESmall CapeasyjetDeutsche LufthansaJet2AirbusThe BoeingeDreams ODIGEOBooking HoldingsAmadeus ITSabreRyanair Holdings plcProcess PowerNetwork EffectsScale EconomiesLow Cost OperatorsMarketplaces & PlatformsIndustrialsConsumer Discretionary
Aug 26, 2025

Wizz Air: Margin Challenges

Partner Interview
Wizz AirJESmall CapRyanair Holdings plceasyjetAmadeus ITAirbusThe BoeingScale EconomiesProcess PowerLow Cost OperatorsIndustrialsConsumer Discretionary

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