Great stuff! I’m in on Tuesday on TRVG leaps. Are you willing to share the DD into SVFA and ALTU? Both plays I haven’t considered but clearly your bullish on both.
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Thanks. Twitter will use this to make your timeline better. UndoUndo
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Saw your WSB post. Curious as to why Trivago. They are one of the smallest platforms for hotels and most don't spend a dollar on their marketing channels beyond the basic commission. Expedia gets thrown thousands of dollars every month for advertising. /1
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That being said Expedia owns Trivago. Trivago is slightly more popular in non-US countries. Expedia even blows Booking out of the water with their revenue generators.
End of conversation
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