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NASDAQ:BKNG
Has $31 a share in earnings so is trading very reasonably. Sold his holdings in late 2010 at $244 a share. Sold it because it had moved over $10 billion of market capitalization and no longer qualified for his small cap portfolio. This is a great buy today because of the earnings progression and is trading at about 18X earnings.
Likes this one. Trading at 17X earnings. Expects that next year it will earn $37. It doesn’t really matter what the price of the stock is, it is the relationship between the price and the fundamentals. Growing well.