Episode Link
https://share.snipd.com/episode/f55d67a9-81f9-4e0e-a3f6-d96c08948ebb
Episode publish date
May 16, 2025 12:00 AM (UTC)
Last edit date
May 23, 2025 4:19 PM
Last snip date
May 23, 2025 5:19 PM (GMT+1)
Last sync date
May 23, 2025 5:19 PM (GMT+1)
Show
We Study Billionaires - The Investor’s Podcast Network
Show notes link
Snips
17
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Your snips
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[01:44] Kyle’s OpenTable Experience
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[03:56] Advantages of Larger Companies
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[09:20] Booking’s Two-Sided Network Effect
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[12:02] Profit Edge in European Market
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[15:18] Financials Highlight Booking’s Moat
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[17:10] Long-Term Strategy Beat Competitors
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[19:50] Booking vs Airbnb in Alternatives
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[27:50] Clay’s Booking vs Airbnb Experience
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[35:53] Booking’s Widening Competitive Moat
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[40:43] Leadership and Compensation at Booking
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[47:50] Balanced Incentive Scheme
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[51:00] AI Enhances Customer Experience
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[52:56] Navigating Travel's Cyclicality
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[55:00] Mitigating Google Dependency Risk
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[01:00:40] Network Effects Drive Dominance
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[01:01:07] Valuation Supports Good Returns
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