Jonah’s Growth Stock Deep Dives

Jonah’s Growth Stock Deep Dives

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Jonah’s Growth Stock Deep Dives
Jonah’s Growth Stock Deep Dives
Deep dive on Expedia ($EXPE)

Deep dive on Expedia ($EXPE)

Jonah Lupton's avatar
Jonah Lupton
Jan 22, 2024
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Jonah’s Growth Stock Deep Dives
Paid subscribers get 2-3 deep dives per month (8,000+ words) and 2-3 mini deep dives per month (2,000+ words) plus access to Jonah's investment portfolio (up +134.7% in 2023), daily activity, daily webcasts and investment models for dozens of stocks
By Jonah Lupton

Paid subscribers to Jonah’s Growth Stock Deep Dives receive ~3 deep dives per month (~8,000 words) and ~3 mini deep dives per month (~2,000 words) plus access to my current investment portfolio (up +12.8% in 2024, up +134.7% in 2023 and up +1,200% since January 2020) plus my investment models and daily webcasts.


Company: Expedia Group

Date published: May 2023

Ticker: (EXPE)

Website: Expedia.com and ExpediaGroup.com

IPO date: November 10, 1999 (first time)

IPO price: $14.00

Stock price at the time of writing: $93.54

Outstanding shares: 148.1M (142.6M Class A shares and 5.5M Class B shares)

52 week high: $178.02 on May 02, 2022

52 week low: $82.39 on December 22, 2022

ATH: $213.80 on February 16, 2022

Market cap: $13.853 billion

Net cash/debt: -$1.493B

Enterprise value: $15.346B billion

Headquarters: Seattle, Washington, United States

Number of employees: 16,500+

Average price target from analysts: $130.44 or 39.4% upside


Next earnings call (Q2 2023): TBD

Investor Relations [click here]

Q1 2023 Earnings Report [click here]

Q1 2023 Earnings Call Transcript [click here]

Investor Presentation June 2022 [click here]


Outline

  1. Introduction [part 1]

  2. Company Background [part 1]

  3. Opportunity [part 1]

  4. Business Model [part 1]

  5. Competitive Advantages [part 1]

  6. Risks [part 1]

  7. Valuation [part 2]

  8. Investment Model [part 2]

  9. Analysts [part 2]

  10. Technicals [part 2]

  11. Conclusion [part 2]

  12. Additional Sources [part 2]

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