Transactions
Primary
2h ago
Fideuram Intesa Sanpaolo sold 8,153 shares of Expedia in Q1, cutting its position by 75.8%. The interesting part isn't the sale — it's what Expedia's own capital allocation tells you about where OTA economics are heading next.
Operations
Primary
Apr 29
Wall Street analysts are busy adjusting post-split price targets on Booking Holdings while the company prepares to report Q1 earnings tonight. What operators should care about isn't the stock price... it's what a $140 billion OTA's growth trajectory means for the 15-22% of your revenue you're handing them every month.
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