CALL DETAILS: CLICK HERE for video link, slide deck, and dial-in.
We will be hosting our semi-annual INTERNET BEST IDEAS Call today. We will be reviewing the major themes and incremental developments to each of our Best Idea Long (TWTR, BKNG, SPOT) and Short (YELP) theses. The emphasis of this call will be to outline our view over multiple durations (particularly 2H18); identifying the major catalysts and risk to each position over the near-to-intermediate term.
Note for the sake of time, we need limit the amount of the supporting analysis for each of the above ideas during the call. However, we have expanded decks for each, which you can access at the links below. Also note that we will not be discussing MTCH since we just hosted a call on it a couple weeks ago.
TOPICS OF DISCUSSION
- TWTR: Accelerating growth tempered by soft 2018 outlook. Why and when we expect TWTR to solidify its recovery story.
- YELP: Structural shift in monetization tactics to accelerate its blowup, but wider range of potential near-term outcomes until then.
- BKNG: Consensus finally offering some breathing room as BKNG poised to reaccelerate room night growth.
- SPOT: Meh. We're long but not loving the story/setup. Why and when we may be looking to exit.
BEST IDEA DECKS & REPLAYS
- TWTR | CLICK HERE
- YELP | CLICK HERE
- BKNG | CLICK HERE
- SPOT | CLICK HERE
- MTCH | CLICK HERE
Let us know if you have any questions beforehand.
