Great Companies, Beaten-Down Stocks: Booking & Pool Corp with Jonathan Boyar

Boyar argues AI-panic selloffs in Booking, Airbnb, QSR, Nike, and Pool Corp have created mispriced opportunities for patient stock pickers.

• Booking/Airbnb AI selloff overdone: Boyar calls Goldman's 'Investors Inertia' basket (which erased tens of billions in market cap post-OpenAI's Atlas/Muse launch) overblown, citing Booking's hard-to-replicate SMB hotel inventory and Airbnb's irreplaceable homeowner supply.
• QSR preferred over McDonald's: Boyar likes Restaurant Brands (QSR) at a 3-3.5% yield as Burger King North America turns same-store-sales positive under exec chair Patrick Doyle, plus capital-light refranchising of ~1,000 Carrols stores.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.