ABNB
3 tracked calls · 3 long · 0 short · last 90d: 3L/0S
first called by Invest Like the Best 2mo ago
LONG1mo ago
“AirBnB who's CEO was doing customer support on X today (bullish indication of locked in status imo)”Citrini
Airbnb (ABNB) is the world's largest short-term rental marketplace. It earns fees on every booking made through its platform and directly benefits when travel demand surges around major sporting events like the World Cup.
ABNBLONG@ $142.07
$148.75+4.71%
since call Jun 16
peak +10.7%
LONGPOSITION2mo ago
“We've accelerated growth for the first time since the pandemic. We grew 10% last year in revenue, and this quarter we announced that revenue was 18% … marketplaces are really, really hard”TBPN
Airbnb growth re-accelerated from 10% to 18%, a marketplace inflection that's hard to reverse at scale.
ABNBLONG@ $144.59
$148.75+2.87%
since call May 8
peak +10.5%
LONGPOSITION2mo ago
“The last phase of a CEO is reinvent the company, product extension. And the reason our stock has been flat is because we only do one thing and we have kind of…”Invest Like the Best
Airbnb stock has been flat because the core is saturating; reinvention into 50+ verticals is the rerate path
ABNBLONG@ $140.21
$148.75+6.09%
since call May 5
peak +12.5%