Full-year profitability is something worth zooming in on for a company like this. We saw 1.9 billion in net income on that 8.4 billion in full-year revenue. AirBnB just has a bigger, bigger, bigger footprint in this market and they are asserting themselves. You don't need to raise prices dramatically if more people are flocking to your platform.
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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