Seeking Alpha

Patrick Fong

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  • Assessing the Bear Cases Against HomeAway [View article]
    I really don't understand your "disruptive potential" argument. This company isn't a tech company that is in an industry with the possibility of high product differentiation. People will go to the place that has the best listings and the cheapest. The barriers to entry are small., If another company wants to enter in, it can and drive down traffic into AWAY.
    Feb 21, 2012. 01:37 AM | Likes Like |Link to Comment
  • Stay Away From HomeAway [View article]
    Credit to Daniel Hom from Tableau Software for the charts
    Jan 6, 2012. 05:01 PM | Likes Like |Link to Comment
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