An analysis of Airbnb's recent earnings report and Wall Street's reaction, highlighting the company's strong cash flow generation and confusion over the lack of satisfaction. The hosts speculate on the impact of slower growth and discuss Airbnb's strategic progress in enhancing their product based on customer feedback.
Shares of the ride hailing soared more than 60% on a mistake.
(00:21) Ricky Mulvey and Tim Beyers discuss:
- Airbnb’s $6 billion share buyback.
- Lyft’s earnings mistake and business fundamentals.
- Why Uber and Lyft aren’t as close as investors may think.
Plus, (15:03) Dylan Lewis, Deidre Woollard, and Mary Long join Ricky for a Valentine’s Day themed roundtable about finding red and green flags for investments.
Stocks discussed: ABNB, LYFT, UBER, CNTS, ECL, ULTA, CRM, MELI, TDOC, AAPL
Host: Ricky Mulvey
Guests: Tim Beyers, Dylan Lewis, Deidre Woollard, Mary Long
Engineers: Dan Boyd, Tim Sparks
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