Summary: Despite an 80% boost in share price year to date, Airbnb’s strong fundamentals give
Summary: Airbnb is now lapping tough comparables. ADR is likely to come down as supply
Summary: Airbnb’s stock has risen 40% in two months due to impressive metrics and a
Summary: In 2020 and 2021, Airbnb traded with a free cash flow to enterprise value
Summary: Airbnb is well-positioned to benefit from long-term travel trends and a large TAM. The
Summary: Airbnb is experiencing strong post-pandemic recovery momentum, with bookings growing and adjusted EBITDA profitability
Summary: Current penetration represents <2% – huge growth runway. Strong direct traffic and organic search
Summary: Airbnb is likely to face growth headwinds going forward, and in the event of
Summary: Airbnb investors suffered a hammering in early May due to over-optimism. I had cautioned
Summary: Airbnb’s lack of supply is leading to high ADRs and potential guests choosing other