Comments by "Lorenz Müller" (@lorenzmuller3542) on "Final Trades: Alibaba, Sonos, Booking Holdings u0026 more" video.

  1. Yes, but Booking.com is nothing more than a platform. Not that much capex to be spent.
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  2.  @Jay-xr3sb  Well, I get that but travel will pick up some day and Booking is probably the best play to that reopening theme some point in the future.
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  3.  @Jay-xr3sb  Fair enough. I'm not invested in BKNG. My only reopening cyclycal stocks are some industrials. And I may add Kraft Heinz or any other defensive play. Not sure.
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