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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (71763)	12/18/2022 5:23:34 PM
From: research1234	Read Replies (1) \| Respond to of 78764

Th key you seem to be missing is that if anyone builds a cheaper booking alternative, one of the big guys will buy it out and co-opt it. The only way cheaper will last long enough to matter is if it’s backed by someone with deep pockets. But they will ultimately demand that their cut increases to pay them back, so cheap won’t be cheap for long. Only way it changes long term is if a couple of big hotel players were to set up their own portal and open it up to everyone. Sine that hasn’t happened, so must be significant obstacles.