Fiscal.ai
The 3 major OTAs now process $386 billion in annual booking volume. Here's how the market share shakes out:

Airbnb: 23%
Expedia: 30%
Booking: 47%

$ABNB $EXPE $BKNG https://t.co/sKIqnipcJ9
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Clark Square Capital
That $EXPE print seems like a narrative violation for a weak US consumer, no?
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AkhenOsiris
May I interest you in No Growth at an Unreasonable Price?

XYZ -13% https://t.co/W27eCcywYe - BuccoCapital Bloke
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AkhenOsiris
$PTON

Either the wider consumer is doing just fine, or the rich people propping up the economy are really dumb (buying Pelotons?!)
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AkhenOsiris
$DKNG $FLUT $GENI $SRAD

👀👀 DraftKings indicates it will launch sports event contracts "in many states" in the coming months, per company investor letter; sports betting state regulators have warned licensees not to offer event contracts, and even doing so in other states could jeopardize license - Ryan Butler
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AkhenOsiris
@eightyhi

Will the meteor make it to Earth or disintegrate before arrival?

👀👀 DraftKings indicates it will launch sports event contracts "in many states" in the coming months, per company investor letter; sports betting state regulators have warned licensees not to offer event contracts, and even doing so in other states could jeopardize license - Ryan Butler
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AkhenOsiris
In a world where they are one of many...90% of their trading volume is sports...has Kalshi peaked?

Their UI sucks compared to incumbent OSBs. If the incumbents offer more choice and complex parlays, feels like the party is over.

@astraffon @SteveRuddock @DustinGouker
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Clark Square Capital
RT @CapitalValor: * Not easy to find new equity ideas
* Looking for an industry with tailwinds, compamy growing fast, generating cash, at a reasonable multiple? Struggling to find new names!
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Wasteland Capital
Square / Block now back at $60 after these earnings… same level as early 2018.

In the meantime, Dorsey has paid out $7.6bn in stock compensation.

If you worked there, you’ve done extremely well. If you owned it… not so much. Workers 1, Capitalists 0.

Guess why? https://t.co/AhTbEKMeQN
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Dimitry Nakhla | Babylon Capital®
10 Quality Stocks | Lowest Multiple in Past 5 Years | NTM Multiple | 2-Year EPS Growth CAGR Est

$CPRT | 21.96x | 23.61x | 11%
$SPGI | 23.29x | 25.51x | 12%
$BRO | 16.70x | 16.70x | 11%
$INTU | 26.09x | 28.22x | 15%
$WM | 23.46x | 24.84x | 10%
$AMZN | 26.61x | 32.66x | 22%
$ROP | 21.01x | 21.06 | 11%
$ADP | 22.59x | 22.59x | 9%
$MMC | 17.48x | 17.48x | 12%
$VRSK | 27.19x | 28.95x | 11%
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Dimitry Nakhla | Babylon Capital®
10 Quality Stocks | Lowest Multiple in Past 5 Years | NTM Multiple | 2-Year EPS CAGR Est

$CPRT | 21.96x | 23.61x | 11%
$SPGI | 23.29x | 25.51x | 12%
$BRO | 16.70x | 16.70x | 11%
$INTU | 26.09x | 28.22x | 15%
$WM | 23.46x | 24.84x | 10%
$AMZN | 26.61x | 32.66x | 22%
$ROP | 21.01x | 21.06 | 11%
$ADP | 22.59x | 22.59x | 9%
$MMC | 17.48x | 17.48x | 12%
$VRSK | 27.19x | 28.95x | 11%
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Quiver Quantitative
JUST IN: A Polymarket trader just bet almost $5K that the Federal Reserve will RAISE interest rates at the next meeting.

They will win $583K if they are correct. https://t.co/3BF4QzYucI
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Quiver Quantitative
Representative Marjorie Taylor Greene just said:

"I feel like I’m playing on a team that doesn’t want to play and is refusing to win"

Americans are on the brink of financial ruin and here is the state of your two political parties.

Democrats created this financial disaster by pumping trillions into the economy for their own covid lockdown payoffs and drove inflation to 40 yr record highs under Biden. Every Democrat in the House and Senate have voted NO to the CR to fund the government with most Dems voting yes to foreign aid and foreign wars, yet now they are taking the moral high ground over the health care CRISIS they created with Obamacare and ACA tax credits they voted to expire this year.

However my Republican colleagues are all sitting around powdering their white wigs debating the merits of the filibuster and how important it is to maintain full uniparty control while they continue to refuse to use the nuclear option to fund the government themselves.

And Johnson continues to refuse to allow us to go back to work in the House.

Republicans got sweeped in Tuesday’s election, which I fully expected and I’ve been the only Republican talking about affordability for Americans and the health insurance crisis for months and months now, but James Blair says that after the new year they will start talking about domestic policy. I don’t think many of these Americans are going to make it through Christmas.

Meanwhile, Milei got invited to the CPAC convention down at Mar-a-Lago and was dancing on stage in elation of course because he received a $40 billion dollar bail out from America and we got worthless pesos that won’t pay off anyone’s credit card debt.

The White House, who is talking about Christian persecution in Nigeria as a reason to start another foreign war, and is hosting the new Al-Qaeda president of Syria, who persecutes Christians himself.

Meanwhile, everyone, including the US Ambassador, Mike Huckabee ignores the Israeli Christian persecution in Bethlehem and the West Bank, which is the literal birthplace of Christ and Christianity.

I could go on and on.

Democrats have created a financial disaster and the billionaires running the admin can’t gaslight Americans and tell them that everything’s fine.

Because it’s not.

We said America First, and I for one meant it, to the point of America First and ONLY.

I feel like I’m playing on a team that doesn’t want to play and is refusing to win.

Wake up everyone!!! - Rep. Marjorie Taylor Greene🇺🇸
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Wasteland Capital
Rather than the AI-driven efficiency savings we were promised, many (or even most) tech and non-tech companies reporting this quarter have announced major increases in expenses due to “AI investments”…

Great for shareholders of the cloud vendors, not so great for everyone else!
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App Economy Insights
From hype to hard numbers:

🕵️ $PLTR Otherworldly Growth
↗️ $AMD Data Center Margins Miss
📱 $APP AI Drives Record Profits
🛍️ $SHOP Growth & AI Costs Soar
🎧 $SPOT Ad Slump Continues
https://t.co/ZLjsQoqnmv
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Quiver Quantitative
JUST IN: Trump Media just posted a $54M loss in Q3.

The company received $973K in revenues over the quarter.

The CEO received $46M in compensation last year.

$DJT has now fallen 62% so far this year.
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