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Oct 19, 2025

Booking Holdings: OTA Model & Agentic AI

Former VP at Booking Holdings
Partner Interview
Booking Holdings•US•Large CapExpediaMakeMyTripGoogleAmadeus ITTripAdvisoreDreams ODIGEOTrip.com GroupNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
Oct 19, 2025

Booking Holdings: AI Efficiency Gains & Culture

Former VP at Booking Holdings
Partner Interview
Booking Holdings•US•Large CapExpediaMakeMyTripGoogleAmadeus ITTripAdvisoreDreams ODIGEOTrip.com GroupNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
Oct 13, 2025

HBX Group: Wholesaler Margins & Pre-Buys

Former Director at WebBeds
Partner Interview
HBX Group International Plc•GBExpediaWeb Travel Group LimitedTbo Tek LtdBooking HoldingsNetwork EffectsMarketplaces & PlatformsInformation TechnologyConsumer Discretionary
Sep 18, 2025

Ryanair: OTA Partnership Dynamics

Former Executive at Wizz Air
IP Icon
IP Interview
Ryanair•IEWizz 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

Former Executive at Wizz Air
Partner Interview
Wizz Air•JE•Small CapRyanaireasyjetDeutsche LufthansaJet2AirbusThe BoeingeDreams ODIGEOBooking HoldingsAmadeus ITSabreScale EconomiesProcess PowerNetwork EffectsLow Cost OperatorsMarketplaces & PlatformsIndustrialsConsumer Discretionary
May 12, 2025

Ryanair, Wizz Air & Ultra-Low-Cost Carriers: Power Dynamics vs Online Travel Agencies

Senior Executive at lastminute.com
IP Icon
IP Interview
RyanaireasyjetWizz AirBooking HoldingslastminutecomeDreams ODIGEORyanaireasyjetWizz AirBooking HoldingslastminutecomeDreams ODIGEOScale EconomiesNetwork EffectsLow Cost OperatorsMarketplaces & PlatformsIndustrialsConsumer Discretionary
Sep 12, 2024

Airbnb: Org Structure, Culture, & Growth Challenges

Former Senior Executive at Airbnb
IP Icon
IP Interview
Airbnb•US•Large CapBooking HoldingsExpediaTripAdvisorGoogleNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
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IP Research Analysis
Apr 11, 2022

Airbnb's TAM

In Practise Weekly Analysis
Airbnb•US•Large CapExpediaBooking HoldingsNetwork EffectsMarketplaces & PlatformsConsumer Discretionary
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IP Research Analysis
May 3, 2021

Restaurant vs Hotel Distribution & FDM Group

In Practise Weekly Analysis
FDM•GB•Small CapDominos PizzaGoogleBooking HoldingsBrand EquityProcess PowerNetwork EffectsFranchisorsPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryCommunication ServicesInformation Technology
Sep 1, 2020

Airbnb vs HomeAway: Inventory Quality

Former CEO at Vacasa Europe and Board Member at HomeAway
IP Icon
IP Interview
Airbnb•US•Large CapVacasaExpediaBooking HoldingsNetwork EffectsMarketplaces & PlatformsConsumer DiscretionaryInformation Technology
Jul 13, 2020

KAYAK: History and Future of Travel Search

Founder of Travelocity, Former Chairman at Kayak.com and Former CIO at Sabre
IP Icon
IP Interview
Booking Holdings•US•Large CapGoogleExpediaNetwork EffectsMarketplaces & PlatformsPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
Jun 15, 2020

Sabre, Travelocity & the Future of Travel Distribution

Founder of Travelocity, Former Chairman at Kayak.com and Former CIO at Sabre
IP Icon
IP Interview
Sabre•US•Large CapBooking HoldingsNetwork EffectsMarketplaces & PlatformsConsumer Discretionary
May 17, 2020

Airbnb: Scaling the Supply Side

Former Supply Side Manager, Australia, NZ, Pacific at Airbnb
IP Icon
IP Interview
Airbnb•US•Large CapBooking HoldingsNetwork EffectsMarketplaces & PlatformsConsumer Discretionary

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