Reservation is the world’s largest online travel agency by revenue, providing reservation and payment services for hotel rooms and alternative accommodations, airfare, car rentals, travel…
Expedia (“Narrow Moat”) World’s largest online travel by bookings offering accommodation services (75% of total sales in 2021), airfare (3%), rentals, cruises, destination and other…
you are here (“Dar Moat”) announced shipments of 405,278 and 1,313,851 for the fourth quarter and full year 2022, respectively. 2022 shipments represent 40% year-over-year…
Adobe (“Broad Moat”) reported strong fourth quarter results, in line with our expectations and including non-GAAP operating income. The company also reiterated its full forecast…
August 26 Nvidia (“Broad Moat”) has announced that the US government has imposed a new license requirement for the sale of certain data center graphics…
Established in 2008, Airbnb (“Narrow Moat”) is the world’s largest online travel agency offering alternative accommodation, as well as boutique hotel booking services and experiences.…
events presented by Ali Baba (“Wide Moat”) assured us on the investor day, with a retention rate of more than 90% for primary consumers, which…
We believe that competitive support (“Economic Moat”).Ali Baba (“Wide Trench”) is intact, but we have revised our outlook rating from Stable to Negative. Despite increased…