/ TLG-RESEARCH
Florian Link
Equity Trader & Researcher
Markets move fast. Worth watching closely.
A blog on financial markets - trade reviews, equity research, and opinion pieces.
Updated regularly
Trade reviews.
Research reports.
Opinions on markets.
tlg-research.com/blog/abnb-long-bkng-short
Equity Research
Trade reviews & equity research.
Latest Articles
Vol. 01 - 2026
Opinion
Why the AI Edge Build-Out Matters
Why edge matters for the broader AI thesis to actually work
Opinion
How Ideas Rule the Market
Why markets are pricing ideas rather than earnings
Equity Research
ABNB Long / BKNG Short
How LLMs reshape the online travel agent industry
Equity Research
Seagate (STX)
From cyclical storage to prime AI beneficiary
About
Florian Link - Equity Trader & Researcher
FLORIAN
LINK.
Trading and researching financial markets. Sharing the thinking behind the trades - and the opinions that come with watching markets every day.
01
Education
MSc Finance - HEC Paris
BSc Management - London School of Economics