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Thomas Reiner posts on X about $bkng, los angeles, faster, discount the most. They currently have XXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.
Social category influence stocks XXXXX% technology brands XXXX% travel destinations XXXX% finance XXXX%
Social topic influence $bkng 7.14%, los angeles 7.14%, faster 7.14%, discount 7.14%, lyft 7.14%, waymo 7.14%, $lyft 7.14%, $uber 7.14%, investment 7.14%, $expe XXXX%
Top accounts mentioned or mentioned by @waymo @uber @lyft @bchesky @specterhq @angelll_4 @frankterpo @cultcashflow
Top assets mentioned Booking Holdings Inc (BKNG) Lyft, Inc. Class A Common Stock (LYFT) Uber Technologies, Inc. (UBER) Expedia Group Inc (EXPE)
Top posts by engagements in the last XX hours
"$BKNG Booking continues to just execute like a machine. Continual high growth for the segment and margin expansion despite the maturity of the business. For a deeper dive on the dilution side my earlier post about BKNG as the gold standard is worth a read. We expect to continue to expand our Adjusted EBITDA margins in 2025 and deliver margin growth of just under XXX basis points. - Ewout Steenbergen - CFO Booking Holdings 4Q24 Earnings Call" @treiner5 on X 2025-05-19 12:55:22 UTC 8273 followers, 1095 engagements
"Question: Is software cheap Answer: Depends on the growth cohort Overall Software appears "cheap" At a high level software appears to be trading at 2-turn lower EV/Revenue multiple (on consensus) vs the pre-covid average. The 10yr/RFR is significantly higher so maybe this is deserved if you DCF the "median" software company these multiples with a 4.3-4.4% 10yr are reasonable on an industry-wide level but it's really a tale of high vs low growth: 🟢High Growth Software (20%) Multiples for higher growth software despite a high 10yr treasury is trading at 14x Revenue vs 8x pre-covid average." @treiner5 on X 2025-07-21 17:54:44 UTC 8273 followers, 2202 engagements
"And Waymo pricing (vs average in market for Lyft Standard and UberX) continues to show premium $$ everywhere except LA. $LYFT definitely discounting and cheaper everywhere except LA. Generally: $UBER: priced at average market level $LYFT: -X% discount to average market fare @Waymo: XX% premium to average market fare" @treiner5 on X 2025-07-16 18:29:23 UTC 8272 followers, 5891 engagements
"$EXPE Sometimes theyre expanding margins sometimes theyre reinvesting into the business. Were in a period now where management is reinvesting into the business especially after posting a quarter where they grew 300bps slower than peer Booking. The revitalized push into B2B is a great idiosyncratic investment but theres likely some underinvestment from the previous CEO that requires redirection of dollars. At the same time: Looking ahead we are committed to continuing to deliver margin expansion while growing our top-line. - Ariane Gorin - CEO Expedia on 1Q25 Earnings Call" @treiner5 on X 2025-05-19 12:55:22 UTC 8273 followers, 1049 engagements