$BKNG Booking Holdings Tape Reports
Per Ticker.id: $BKNG Booking Holdings Tape Reports — 6 podcast mentions across 3 podcasts (30 days), latest 2026-08-18 14:45 UTC.
Let's go talk about Germany. That is our main focus point today. I know most people don't think about Germany unless they're thinking about maybe World War II. Even though Germany is still a very large economy, it's one of the most dynamic in, in Europe. It's had a very strong, um, fiscal, fiscal prudence over the years, but that is changing and it's changing in ways that are very similar to what's happening here, but ahead of time. Now, the recent report that came out showed that combined spending related to old age and illness account for around 70% of total social spending. In Germany last year. And spending related to old age and illness was responsible for 80% of the real increase in spending since 1992. Think about that. Adjusted for inflation, all this spending increase is just basically spending on the elderly. And the social budget is now growing faster than GDP. Social spending rose 11.5% between 2019 and 2005, adjusted for pricing. And the share of the social budget is now at a record high of 32% and is expected to push towards 36% by 2030. And what is called the dependency ratio is rising, is worsening. It's the ratio of the baby boomer generation that is retiring and a shrinking tax base of prime-age workers. Sound familiar? Very similar. There's a reason— this is why I talk about The Fourth Turning all the time. I think it's a great book. It's a great— I love studying cycles because I do think cycles matter. And I see it all the time in charts. I see it all the time in the ebb and flow of themes in the market, the business cycle, but then there's the longer-term cycle. And that's really what Fourth Turning talks about. But the reason why a lot of Western companies are on the same timeline is because they were— a lot of them were involved in World War II, and that was the last Fourth Turning. And then you had the First Turning and you go read the book. And there's a lot of things that are aligning both around the world that's slightly different, but similar.
Justin Klein — InvestTalk · Germany's Aging Population and Record Social Spending: A Preview of America's Fiscal Future? · 2026-08-27But when it comes to this particular name, this healthcare services, which is interesting, which you're kind of weeding out the— I would imagine the pharma names. Yeah, I'm looking at these names, a lot of them are more biotech. You have Tennant Healthcare. A lot of these names I don't really recognize, so it's pretty small. Let's see what this looks like. Yeah, this tends to be like a small-cap growth Funds, 98% healthcare. So 59 different names. Let's go look at the performance. How is this performing compared to the sector as a whole? So this year it's up 28%, which is in the 24th percentile within the healthcare category, which is good. Top, top quarter. Last year is that 50 percentile. So right in the middle, 51% the year before, right in the middle. And 33%, so top third in 2023. So overall, it's been a relatively good performer over the last few years, above average. I generally like it. Let's see what the price— what's the price? The price is 35 basis points a year. It's a little expensive in my book, but once again, going back to what I just said, I think there's a lot of secular tailwinds here. So overall, I like this name. It was XHS. Let's play a new listener question now from 888-99-CHART.
Justin Klein — InvestTalk · Germany's Aging Population and Record Social Spending: A Preview of America's Fiscal Future? · 2026-08-27Wow. So Stanford first and then Goethe University. I didn't realize how strong That German connection is that runs through Palantir. And for Peter Thiel, gosh, I mean, he's controversial, of course, rightly or wrongly, he gets caught up in a lot of conspiracy theories. And I have to admit he does give off supervillain vibes, which doesn't pair very well at all for a company that is really generally working to increase government and corporate surveillance in some sense. But whenever I think about Palantir, I don't know, again, like the Empire from Star Wars, comes to mind, you know, like the bad guys, Palantir and Peter Thiel. They probably both need a lot of PR help. Some sort of rebranding would go a long way. But again, it also goes without saying that Peter is hugely respected in the investment community and in Silicon Valley. And his book Zero to One is one of my favorite investing books ever.
Preston Pysh — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · 2026-08-27Tobias Carlisle And if you read that book and then you look at Palantir, I think it gives you an idea of what the philosophy behind founding that company was. And Besides Peter Thiel, who bankrolled an initial cost of $30 million for this company, In-Q-Tel, the CIA's venture arm, also put in $2 million, which doesn't sound like a lot when you compare it to Palantir's size today, which is depending on the day between $350 and $400 billion. But it was less about the $2 million and more about the access, you know, that you get to the government sector if you're sort of sponsored by, you know, the venture arm of the CIA. They actually introduced Palantir to working for most of these intelligence agencies, but also analysts. And for a good 2 years, Palantir basically built the product, or their only product, just for this one client.
Daniel Mahncke — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · 2026-08-27I believe the economy will have a hard time growing without rate cuts, but I also believe that inflation is peaking, which could create a lot of opportunities because peak inflation is always good news for stocks. My evidence of peak inflation? Oil. I see it going down. Okay, now we've got the worldview pretty much free to examine anything we want. I got to pick sectors. I always start with tech. It's the biggest and In an environment where we have minimal growth with slowing inflation, tech usually works. Tech's got a couple issues right now. First, we know the great data center buildouts become politically toxic. I don't think that means the story's done. Once the election's over, maybe we go back to building them, but now it's tricky. Plus, Salesforce just reported a blowout quarter and a huge partnership with Anthropic's Claude. Good news for cloud software. More on that later. At the same time, NVIDIA reported a magnificent set of numbers and the stock's trading higher. 7% revenue growth. Tencent was for $45. Holy moly. We got both Marc Benioff, Salesforce.com CEO, and we got Jensen Huang tonight. This is a smoking hot show. But those stocks, here's the problem. They've already soared after hours. I don't want to buy something up here like you'd have to with those two. I say that's a daylight dollar short. So then you got to say, all right, well, what hasn't moved? Travel and leisure. Uh-uh. Look at that. Disney, Expedia, Booking Holdings, even my favorite Viking Holdings.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/26/26 · 2026-08-26Jim, you know, this SaaSpocalypse narrative has been such nonsense. I mean, I've heard you say it yourself many times. And here you can see, Jim, net new AOV growth is the strongest in 4 years. Skeptics said seats would decline, Jim, and Agentforce sales and service and Slack all grew seats. Year over year. Skeptics said customers are going to leave and attrition is near its lowest level ever. And Jim, skeptics said pricing power would erode. And here we are with our A1e and A4x bundles. Bookings more than doubled quarter over quarter. And Jim, contract length terms improved across all segments, new business and renewals. Agentic use of the platform has surged 6 6 times, Jim, because agents are using more Salesforce than ever via our model context protocol calls. And apps are not dying. They are growing. 9 out of the 10 top AI companies, most of them are within one block of us here. As you're going to see at Dreamforce, Jim, 9 out of those top 10 AI companies use Salesforce and Slack. Their spend, Jim, 435% year-over-year growth. Frontier models depend on CRM. They don't replace it. You just heard from Dario, the CEO of Anthropic, the number one AI in the world, how he's standardized on Salesforce, uses it every day. And now together we've built CloudForce so you can build the next generation of enterprise apps.
Marc Benioff — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/26/26 · 2026-08-26Jim, I can't describe the success of Slack. It's like nothing I've ever seen in the industry. We saw some triple-digit bookings growth from Slack in the quarter, but you can see the numbers are just awesome. And it's because every new company in AI is built on Slack. Slack also, we got, got some great replacements. I was just with one of our customers, Nike, great company. I love the products. I use them every day myself. They're standardized on Slack. General Motors is standardized on Slack. We're having just tremendous success with Slack all, all over the place. Incredible.
Marc Benioff — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/26/26 · 2026-08-26Jack, good evening to you, Jim Cramer. Big bull to you. Fantastic show, fantastic book, and you do a fantastic job.
Speaker E — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/26/26 · 2026-08-26