On this episode of Chit Chat Stocks, Brett and Ryan speak with Drew Cohen of Speedwell Research about the future of Airbnb (ticker: ABNB). We discuss:
(06:31) Understanding Airbnb's Business Model and Take Rate
(09:05) Growth Opportunities: Short, Medium, and Long-Term
(17:41) Speculative Future: The Super App Concept
(23:36) Competitive Landscape: Airbnb vs. Booking and Expedia
(27:54) Understanding Booking's Business Model
(34:03) The Super App Concept and Its Challenges
(41:31) Valuation Insights and Margin Expansion Potential
(45:36) The Importance of Leadership and Design in Airbnb
(48:35) Potential Risks and Future Challenges for Airbnb
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
