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Strategies & Market Trends : Buffettology

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From: Harshu Vyas8/31/2023 11:32:14 AM
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Expedia - clear Buffett stock.

Low capex, high ROIC, strong earning power...
EV/EBIT under 9 signalling a good price.

Perhaps, a cyclical - though, I'm not convinced travel demand will really slow down.
My uncle and his family are middle class and quite stingy with money - he's going to go on three holidays in the next year! People value these experiences more ever since they've been deprived of it!

Still trading below pre-pandemic levels.

Best,
Harshu Vyas
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