Insider Stocks · For members
An entry from my investing journal, for members.
AI agents made the headlines in September, and Meta says travel is one of the top use cases for Muse. So I zoomed in on what Booking, Expedia, Airbnb and the hotel chains are seeing. They all said it's not significant yet. Plus Booking's Q3 2026 results, the weak guidance, and the one competitor I'm watching.
Insider Stocks
The rest of this entry is for members
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.
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