In Q4, there were 88.2 million nights in experience booked. It was a significant increase from year over year. The company hit 6.6 million active listings. That number is probably only going to continue to go up over time. Dylan: I think that this is a business that is looking really awesome in a pretty tough operating environment.
If revenge travel was supposed to slow down, then AirBnB hasn't noticed. Dylan Lewis and Tim Beyers (0:15) discuss:
- A very healthy quarter for AirBnB, and how the travel company continues to grow its footprint. - AirBnB's $1.5 billion "waste of capital." - Upstart's not too bad quarter, and questionable use of its balance sheet. - One thing to do whenever you buy a stock.
(17:02) Bill Mann and Ricky Mulvey look at Hindenburg Research's report on Adani Group, and a historic parallel that offers some insight for today.
Companies discussed: ABNB, UPST, ADANIENT
Host: Dylan Lewis Guests: Tim Beyers, Bill Mann Producer: Ricky Mulvey Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices