Five Key Travel Markets to Watch for Digital Growth
Given the wide popularity of making all types of travel bookings online, the travel industry continues to be one of the industries most impacted by...
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Ctrip.com Q3 Earnings Preview: Is There Actually a Path to Profitability in 2017?
Ctrip.com International (ADR) (CTRP US) will announce its Q3 (September) results on Wednesday, November 23rd after the market closes in New...
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Close Out the Shorts on THAAD Related Basket - TRUMP May Not Enforce THAAD Deployment
We recommended going negative on a Terminal High Altitude Defense (THAAD) related basket of stocks on October 1st, 2016. This short has been...
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Priceline and Expedia's Network Advantage Fails to Succumb to Ongoing Competitive Threats
Hotel chains are pushing direct bookings in order to improve economics and customer relationships, reduce dependence on the OTA channel, and take...
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Lessons From the Next Generation of Moats in the Fast-Casual Restaurant Industry
On the surface, there would appear to be challenging times ahead for the restaurant industry, with year over-over traffic declines across much of...
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