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TIP503: The Story of Airbnb and Brian Chesky
We Study Billionaires - The Investor’s Podcast Network
How Far Has Airbnb Come?
In Q3 of 2022 alone, the company did 99.7 million nights in experiences booked which was up 25% year over year. Since inception, the company has connected hosts with more than 1 billion guests. Over the trailing 12 months, they generated a whopping $3 billion in free cash flow. One item I think we will want to keep an eye out on for Airbnb is their stock-based compensation. It's easy for investors to say hey, look at all those free cash flows the company is producing. If they are diluting shareholders with stock-based Compensation and management isn't effectively reinvesting those cash flows, then we may want reconsider how valuable those cash flows truly are.
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