Here’s Why Nelson Capital Initiated a Position in Booking Holdings (BKNG)

Nelson Capital Management, an investment management firm, published its second-quarter 2021 investor letter – a copy of which can be downloaded here. In the letter, the fund discussed their economic overview, their asset transactions, tax updates, featured equity, and a special topic about the housing bubble. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.

In the Q2 2021 investor letter of Nelson Capital Management, the fund mentioned Booking Holdings...