Post by Mike McCormick

#TravelAgain Daily: If Navan and AmEx GBT are first... who's next? For decades, Wall Street has largely valued travel companies like... travel companies. Transaction volume. Transaction margins. Supplier relationships. Economic cycles. But what if that framework is changing? The recent performance of Navan's stock - and the take-private acquisition of American Express Global Business Travel - represents something much bigger than two individual companies. My latest #TheExitRow article explores why this could be one of the biggest strategic shifts our industry has seen in years. Read the latest here: https://lnkd.in/eUJgxZvU #TravelTechnology #TravelIndustry #AI #PrivateEquity #TravelTech #MergersAndAcquisitions #CorporateTravel #Innovation Thomas Christopoul Henry Harteveldt Dave Hilfman Bruce McIndoe Linda McNairy Julie Shainock Ed Silver Rob Torres Travel Again Advisory