Company Commentary on Expedia Group (EXP)

14 days ago

"Beginning with stock number one, which is going to be Expedia Group, stock ticker EXP. When we look at Expedia, it isn't just another travel company. It's a platform business with strong cash flow and global scale. And heading into the new year, there's a lot of tailwinds for this particular company. Not only are earnings expected to grow, it would be nice to see wage growth from the job market overall, but the thing that's getting discounted a lot is the impact that refund checks are going to have with the new tax bill that's coming in."

The speaker emphasizes Expedia Group's strong platform business and operational efficiency, highlighting tailwinds like higher earnings, wage growth, and increased consumer spending from larger refund checks as key catalysts.

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