Gavin Baker @GavinSBaker Husband, Becky Painter. CIO, Atreides Management. Former PM, Fidelity OTC fund. investorfieldguide.com/baker/ No investment advice, views all my own. Jan. 02, 2020 1 min read

1) Booking being ahead of AirBnB in downloads vs. no Expedia properties in the top 10 likely explains some of the divergence seen in Q3. Fascinating that Booking wasn’t even in top 10 in 2018. When search ROAS falls, good companies adapt.

Thx for highlighting @modestproposal1

2) Other observations: Pinterest replacing Twitter in the top 10 for social/messaging, Spotify and YT mobile combining to equal #3 through #10 in Music, DiDi falling out of the top 10 for Travel, PDD new to top 10 for Shopping, Fortnite falling out of the top 10 for Gaming.

3) Wish numbers are staggering and make me think the credit card data showing their sales declining YoY in the United States is likely wrong.


You can follow @GavinSBaker.



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