Michael Batnick
speaker
8,909 appearances
42 recordings
2 series
first heard Apr 2026
last heard yesterday
Michael Batnick’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 42 in all, peaking in Jun 2026 with 11.
Appearances
It's not their only business, but it's 63%.
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I'm sorry, their recurring revenue is 63% of total revenue.
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And yet, this stock's been around forever.
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And this is its second worst drawdown since the GFC.
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I mean, this is like a tollbooth business, typically.
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But
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There was
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And what for two 80?
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Well, it's now one 60 and it was way, way lower.
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Is this a, yeah, to Josh, is this AI stuff?
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Like what, what, what's
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So it's a similar story to the insight that you had with Salesforce, similar in Broadridge, as well as booking.
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So if you know the businesses...
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You could sit back and laugh.
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I mean, I know it's not fun when these companies are getting sold into oblivion.
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But for Booking, which is a company that you own, and that's Booking.com and Priceline and Kayak, you said that ChachiBT tried to do this in September 2025.
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They launched instant checkout.
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And then by March, they said, never mind.
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Actually, not that easy.
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And Google tried to do this.
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Showing 461–480 of 8,909 · page 24 of 446
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