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Consumer Services & Payment Networks
Lynx Lynch
Buy understandable businesses earning money from travel bookings, rides, entertainment, meals and payments rather than speculate on who finances the next AI buildout. Booking, Uber and Netflix offer forward P/Es of 12x, 15.3x and 16.9x, respectively; McDonald's and the payment networks add established consumer franchises. Treat travel and mobility as cyclical growers and the mature franchises as stalwarts, not automatic ten-baggers; earnings-growth and balance-sheet evidence is still needed before claiming attractive PEG ratios.
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Buy understandable businesses earning money from travel bookings, rides, entertainment, meals and payments rather than speculate on who finances the next AI buildout. Booking, Uber and Netflix offer forward P/Es of 12x, 15.3x and 16.9x, respectively; McDonald's and the payment networks add established consumer franchises. Treat travel and mobility as cyclical growers and the mature franchises as stalwarts, not automatic ten-baggers; earnings-growth and balance-sheet evidence is still needed before claiming attractive PEG ratios. Launch basket (equal weight): BKNG, UBER, NFLX, MCD, MA, V Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.
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