BKNG对Mews等AI竞争对手拥有持久的护城河；当前股价疲软创造了买入机会。
逐段跳播
今年早些时候我们对Salesforce和Microsoft做过这件事，现在我们对Airbnb、Booking以及其他一些股票也在这么做。
We did that earlier this year with Salesforce and Microsoft, and now we're doing it with Airbnb, Booking and some other stocks.
我们来稍微谈谈Booking，之前我们的一位嘉宾也讨论过它。完全披露一下，我自己也持有这家公司的股票，但它似乎受到人工智能的影响，至少看起来是这样。
Let's talk a little about Booking, as one of our guests discussed it previously. It is a company in which I also own shares , with full disclosure, but it appears to be influenced by artificial intelligence, or at least that's how it seems.
我的意思是，听着，一切事物都受到人工智能的影响，既有正面也有负面。但是，如你所知，Muse，我们是在9月29日录制这期节目的，它在两周前发布了一份报告，对Airbnb和Booking产生了重大影响。
I mean, listen, everything is affected by artificial intelligence, both positively and negatively. But, as you know, Muse , and we're recording this on September 29, released a report two weeks ago that had a major impact on Airbnb and Booking.
他们在说类似Booking.com将不再必要这样的话。这很荒谬。如你所知，他们说Google曾试图收购它，不是收购公司本身，而是收购市场。但她没能做到。他们拥有庞大的资源。TripAdvisor也尝试过同样的事，但也没能做到。
Booking拥有竞争优势，任何人都很难复制它所做到的事情。她所做的是瞄准中小型酒店，也就是精品酒店类型，收购它们的股份，使它们在Booking上的挂牌对这些公司来说非常有利可图。
Mews不会这么做。Mews无法处理取消预订、与酒店打交道、处理旅行的所有复杂事务，也无法应对欧盟的监管。现在你可以以折价买入这只股票，我对此感到高兴，所以我会买入。到了某个时候，市场会清醒过来，意识到这是一项高质量的生意。
they are saying something like Booking.com will not be necessary. This is ridiculous. As you know, they said that Google tried to acquire it, not the company itself, but the market.
But she couldn't. They have enormous resources. TripAdvisor tried to do the same thing , but couldn't. Booking has a competitive advantage, and it will be very difficult for anyone to replicate what it has done.
What she did was target small and medium-sized hotels, the boutique hotel type, and acquire stock of them, making their listing on Booking very profitable for the companies. Mews will not do that.
Mews will not be able to handle cancellations, deal with hotels, handle all the complexities of travel, or deal with EU regulations . Now you can buy the stock at a discounted price, and I'm happy about that, so I will buy it.
At some point, the market will come to its senses and realize that this is a high-quality business venture.
这个频道对 $BKNG 的历次判断
The Acquirers Podcast 在这只股票上共 2 条判断，这里只列相邻的几条。