Timothy Stanley: Tough situations mean businesses need to do things a little bit creatively sometimes. He says it's far better to weather a tough period doing some things that are a little different than maybe what you'd be expecting and have the flexibility to thrive as conditions improve. "It just proved that upstart isn't going anywhere, but they still need to prove that their model is the best model for the kind of loans they want to write," he adds.
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
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