“People Hate These 5 Stocks But They'll Be Wrong | TCAF 261”
AI competition fears are overblown; Booking's entrenched inventory and relationships make the recent sell-off a buying opportunity.
So, Jonathan, for people like you, when you see this and look at Expedia and Booking, which we'll be talking about, you must be excited because you know historically what happens to some of these businesses that you've followed for a long time when automation competition emerges, because you've seen this before.
Okay. I mean, Booking and Airbnb, why they were in that basket and how Goldman comes up with those baskets, I have no idea. That's absolutely ridiculous. I think this will turn out to be a great buying opportunity. I don't know why some of those banks are there.