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@treiner5 Avatar @treiner5 Thomas Reiner

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.

Engagements: XX #

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Mentions: X #

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Followers: XXXXX #

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Social Influence #

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 Social Posts #

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 Avatar @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 Avatar @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 Avatar @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 Avatar @treiner5 on X 2025-05-19 12:55:22 UTC 8273 followers, 1049 engagements