Booking Holdings Inc. (BKNG) is scheduled to report its first-quarter 2025 results on April 29.For the first quarter, the Zacks Consensus Estimate for revenues is pegged at $4.59 billion, suggesting growth of 4% from the year-ago quarter’s reported figure.The consensus mark for earnings is pegged at $17.22 per share, indicating a decline of 15.55% from the year-ago quarter’s reported number. The consensus mark has declined 2% in the past 30 days.The company’s earnings beat estimates in each of the trailing ...

Travelzoo, the club for travel enthusiasts, will host a conference call to discuss the Company's financial results for the first quarter ended March 31, 2025. Travelzoo will issue a press release reporting its results before the market opens on April 29, 2025.HOW: A live webcast of Travelzoo's Q1 2025 earnings conference call can be accessed at http://ir.travelzoo.com/events-presentations. The webcast will be archived within 2 hours of the end of the call and will be available through the same link. ...

Group 1: Coupang - Coupang is rapidly growing in the South Korean e-commerce market, generating $30 billion in annual revenue and $1 billion in free cash flow while expanding into new countries like Taiwan [7][9] - The company offers a premium service called Rocket Wow, which includes free same-day and next-day delivery, discounts on food delivery, and additional services like tire changes and appliance installations [6][7] - Coupang's gross profit increased by 29% year over year last quarter, indicating strong growth potential as it captures a larger share of the retail market in South Korea [8][9] Group 2: Airbnb - Airbnb has become a significant player in the global travel market, with $81.8 billion spent on its platform last year, reflecting a 12% year-over-year increase [10] - The company is expanding its marketplace geographically and by introducing new products tailored to specific markets, leading to over 20% growth in nights and experiences booked in regions like Latin America and Asia Pacific [11][12] - At a current price of $118, Airbnb stock is close to its 52-week low of $105.69, making it an attractive long-term investment opportunity [13]

Core Points - Yatra Online, Inc. has received a notification from Nasdaq regarding non-compliance with the Minimum Bid Price Requirement, as the company's ordinary shares did not maintain a closing bid price of $1.00 per share from March 3, 2025, to April 14, 2025 [1] - The company has a compliance period of 180 days until October 13, 2025, to regain compliance by achieving a closing bid price of $1.00 or more for at least 10 consecutive business days [2] - If compliance is not regained by the deadline, the company may qualify for an additional 180-day compliance period, provided it meets other listing requirements [3] - The company is considering options to regain compliance, including a potential reverse stock split, but there is no guarantee of success [4] Company Overview - Yatra Online, Inc. is a leading corporate travel services provider in India, serving over 1200 corporate customers and offering a wide range of travel-related services [5] - The company has contracted approximately 108,000 hotels and homestays across 1,500 cities in India and around 2 million hotels globally, making it the largest platform for domestic hotels in India [5]

Market Overview - Recent stock market volatility presents opportunities for long-term investors to acquire quality businesses at discounted prices [2][3] - Major indices like the Dow Jones, S&P 500, and Nasdaq Composite have experienced significant fluctuations, with the Nasdaq entering its first bear market since 2022 [3] Sirius XM Holdings - Sirius XM is a unique satellite-radio operator with a legal monopoly, allowing it to maintain pricing power and stay ahead of inflation [5][6] - The company generates 76% of its net sales from subscriptions, providing stability during economic downturns compared to ad-driven competitors [6] - Sirius XM's forward P/E ratio is below 7, and it offers a dividend yield of 5.3%, indicating potential for substantial stock gains by 2035 [7] Intuitive Surgical - Intuitive Surgical holds a dominant market share in robotic-assisted surgical systems, with over 9,900 systems installed globally [9] - The company is shifting towards higher-margin revenue segments, such as instruments and servicing, which will enhance earnings growth [10] - Despite not being cheap, Intuitive Surgical is expected to maintain a steady earnings growth rate in the mid-teens [11] Airbnb - Airbnb is still in the early stages of expanding its platform, with over 5 million hosts, indicating potential for sustained double-digit sales growth [13] - The company is diversifying into experiences, which could capture a larger share of the $11 trillion global travel market [14] - Airbnb shares are currently trading at a forward P/E of nearly 23, presenting a favorable investment opportunity [15] The Trade Desk - The Trade Desk operates in the rapidly growing digital advertising sector, focusing on connected TV and video, with annual sales growth around 20% [17] - The adoption of Unified ID 2.0 technology positions The Trade Desk as a key player in the evolving digital advertising landscape [18] - The stock is trading at a forward P/E of over 22, significantly lower than its historical average, suggesting potential for growth [19] Visa - Visa dominates the payment processing market, accounting for approximately $6.45 trillion in credit card network purchase volume in the U.S., representing a 61% market share [21] - The company is expected to sustain double-digit growth through international expansion, particularly in underbanked emerging markets [22] - Visa shares are currently available at a 7% discount to their average forward earnings multiple since 2019, making it an attractive investment [23]

Core Insights - trivago N.V. has appointed Dr. Wolf Schmuhl as the new Chief Financial Officer, effective June 1, 2025, highlighting his extensive experience in finance and leadership [1][2][3] - The appointment reflects the company's commitment to internal talent development and the importance of strong leadership in navigating a transforming business landscape [2][4] - Dr. Schmuhl's previous role as Head of Corporate Finance & Development at trivago involved managing various finance departments, including M&A, Treasury, and Investor Relations, showcasing his comprehensive financial expertise [3][4] Company Overview - trivago N.V. is a leading global hotel search and price comparison platform, recognized as one of the most prominent travel brands worldwide [5] - The platform provides access to over 5.0 million hotels and accommodations in more than 190 countries, aiming to simplify the hotel search experience for travelers [5] Financial Context - The company returned to profitable growth in Q4 2024, indicating a positive financial trajectory and momentum [4] - Dr. Schmuhl's leadership is expected to drive sustainable performance, enhance operational discipline, and create long-term value for investors and partners as trivago executes its growth strategy in 2025 [4]

Market Overview - Following a two-year bull market, major indexes such as the Dow Jones, S&P 500, and Nasdaq Composite have experienced significant declines, with losses of 14.2%, 17.4%, and 22.3% respectively from February 19 to April 4, placing them in correction territory [2][3] - The market crash was exacerbated by substantial point declines in consecutive trading sessions, marking some of the largest single-session point drops in history for these indexes [4] Tariff Impact - President Trump's introduction of a sweeping global tariff of 10% on April 2 has raised concerns among investors regarding inflation, trade relations, and potential recession [5][6] - The tariff strategy aims to strengthen the American economy and support domestic jobs, but the immediate market reaction has been negative [6] Investment Opportunities - The current market conditions present a buying opportunity for long-term investors to acquire stakes in quality companies at discounted prices [7] NextEra Energy - NextEra Energy, the largest electric utility in the U.S. by market cap, is highlighted as a strong buy due to its consistent demand for electricity and lack of competition in its service areas [8][9] - The company has a focus on clean energy, generating more capacity from wind and solar than any other utility, leading to lower generation costs and faster growth [11] - Shares are currently valued at less than 17 times forward-year earnings, representing a 32% discount to its five-year average [13] Realty Income - Realty Income, a leading retail real estate investment trust (REIT), is noted for its monthly dividends and resilience against economic downturns, with a portfolio of properties that are largely resistant to e-commerce pressures [14][15] - The REIT has a weighted average lease term of 9.3 years, ensuring predictable cash flows, and its stock is trading at 12 times forecast cash flow for 2026, a 26% discount to its historical average [17] Airbnb - Airbnb is positioned as a growth opportunity, with a 10% increase in bookings year-over-year, indicating strong demand despite potential short-term economic challenges [20] - The company is enhancing its platform and expanding its Experiences segment, which could significantly increase its market share in the travel industry [21] - With a forward price-to-earnings ratio of 21 and double-digit sales growth, Airbnb's stock is considered a smart buy [21]

The stock market is going through a major correction. As of market close on Friday, April 4, the Nasdaq 100 Index is actually down 21.6% from all-time highs, which means it has officially entered a bear market. The S&P 500 index has not passed the 20% threshold for a bear market, but it is still off 17.5% from its highs.Plenty of stocks are down even more on this tariff-induced tumble. While many investors rush to the exits, smart contrarian investors know now is the time to buy some stakes in high-quality ...

Core Investment Thesis - The article emphasizes the importance of long-term investment strategies to build wealth for retirement, suggesting that investors should focus on high-quality businesses despite macroeconomic fluctuations [1] Company Summaries Alphabet Inc. (GOOG) - Alphabet is a leading technology company with a market cap of $1.8 trillion, owning Google, Google Cloud, and YouTube [3] - The company reported a 15% year-over-year revenue growth in 2024, reaching $350 billion, with Google Cloud experiencing a 30% revenue growth last quarter [4] - Alphabet's operating margin improved from 27% in 2023 to 32% in 2024, contributing to rapid growth in operating earnings [4] - The company has returned significant capital to shareholders, with a 0.5% dividend yield and a 10.8% reduction in shares outstanding over the last decade, leading to a 670% increase in EPS during the same period [5] - With a current P/E ratio of 19, below its 10-year average, Alphabet is considered undervalued, and the stock is expected to grow fivefold over the next decade [5] Airbnb Inc. (ABNB) - Airbnb has transformed the travel industry with its short-term rental platform, generating $81.8 billion in customer spending last year and achieving a 12% year-over-year revenue growth to $11.1 billion [6] - To achieve a fivefold increase in stock value over the next decade, Airbnb needs to sustain durable revenue and earnings growth, focusing on expanding its market presence in Germany, East Asia, and Latin America [7] - The company plans to diversify its services beyond core offerings, potentially including house cleaning, flights, and local experiences, which could enhance its total addressable market and maintain double-digit revenue growth [8] - Airbnb's operating margin was 23% over the last 12 months, with expectations for margin expansion as the company scales, supporting the potential for significant stock growth [9] Taiwan Semiconductor Manufacturing Company (TSMC) - TSMC is a critical player in the semiconductor industry, particularly for the AI sector, providing essential chips for companies like Alphabet [11] - The company's HPC revenue, which includes AI customers, grew 51% year-over-year in 2024, now constituting the majority of TSMC's business [12] - Analysts project that AI spending will increase from $184 billion in 2024 to $826 billion by 2030, with TSMC likely to capture a significant portion of this growth, leading to accelerated EPS growth over the next decade [13]

Additionally, Google has made Gemini's Gems feature available to all users for free. Gems allows users to create personalized AI assistants tailored to specific tasks within Gemini. On March 27, Alphabet Inc GOOG GOOGL Google introduced several new features across Search, Maps, and Gemini to enhance vacation planning, BofA Securities noted Monday. In Search, users can generate detailed travel itineraries with AI Overviews, which can be saved as custom lists in Google Maps. Google has also expanded hotel pri ...