Booking and Airbnb Earned Their Premium. Expedia Has to Win It Back.
Morgan Stanley’s new OTA rankings use engagement data, and Expedia’s 0% user growth is a warning sign.
Day: September 17, 2026
The Ozempic Heir Nobody Is Talking About
September 17, 2026 Novo’s third AI partnership in 2026 matters less for today’s revenue than for what comes after generics…
Free today: My 7-point options checklist
September 17, 2026 Bonus Content: Booking and Airbnb Earned Their Premium. Expedia Has to Win It Back. A note from…
Lockheed’s $230B Backlog Is the Biggest in Its History. The Stock Is 23% Off Its High.
A UBS upgrade, a record missile order book, and a book-to-bill of 3.2x are converging at a price the fundamentals say is too cheap.
Your Book Is Inside
September 17, 2026 Bonus Content: JPMorgan’s Fee Forecast Exposes a Discount After a Bank Selloff A note from our friends…