Booking Holdings: The Most Booked Stock in Travel | ValueBot Deep Dives

What if one company quietly controls the way the world books travel — hotels, flights, rentals, even restaurant reservations — and yet faces a real threat from the very technology it’s betting on? In this episode, we unpack Booking Holdings’ massive global footprint, its AI-fueled growth engine, and the strategic shift that’s transforming how it makes money. From soaring network effects to fierce competition and looming regulatory and AI risks, we break down the bull and bear case you need to know before considering this travel giant for your portfolio.