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Oct 19, 2025
Booking Holdings: OTA Model & Agentic AI
Partner Interview
Booking Holdings•US•Large CapExpediaMakeMyTripGoogleAmadeus ITTripAdvisoreDreams ODIGEOTrip.com GroupNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesOct 19, 2025
Booking Holdings: AI Efficiency Gains & Culture
Partner Interview
Booking Holdings•US•Large CapExpediaMakeMyTripGoogleAmadeus ITTripAdvisoreDreams ODIGEOTrip.com GroupNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesSep 18, 2025
Ryanair: OTA Partnership Dynamics
Sep 3, 2025
Wizz Air: Growth at All Costs vs Ryanair’s Sustainable Advantage
Partner Interview
Wizz Air•JE•Small CapRyanaireasyjetDeutsche LufthansaJet2AirbusThe BoeingeDreams ODIGEOBooking HoldingsAmadeus ITSabreScale EconomiesProcess PowerNetwork EffectsLow Cost OperatorsMarketplaces & PlatformsIndustrialsConsumer DiscretionaryAug 26, 2025
Wizz Air: Margin Challenges
Partner Interview
Wizz Air•JE•Small CapRyanaireasyjetAmadeus ITAirbusThe BoeingScale EconomiesProcess PowerLow Cost OperatorsIndustrialsConsumer DiscretionaryYou've reached the end