Airb and B Is Interesting, Clay.

Airb and b has a small share of the overnight stay market. Verbo is not really a competitor, cause they're a nich competitor. European hotels are much more bespoked than in us. Booking dot com has taken a real run at this business. It's not just maman pops now that are getting into this business.

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IN THIS EPISODE, YOU’LL LEARN:

02:47 - How Adam narrows down the world of stocks to a select few to dive in deeper on.
08:33 - What sectors Adam is most bullish on.
21:55 - Whether Airbnb makes the cut on Adam’s BMP checklist or not.
32:10 - Why Adam likes Fanduel’s (traded under Flutter) stock much more than DraftKings.
45:14 - What Fanduel’s moat and competitive advantage are.
47:09 - Whether or not the real estate industry is able to be disrupted.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out Adam’s book, Where the Money Is.
Related Episode: Value Investing in the Digital Age w/ Adam Seessel - MI196.
Related Episode: Value Investing in the Digital Age w/ Adam Seessel - TIP 465.

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