Airb and B Is Interesting, Clay. | 5min snip from The Intrinsic Value Podcast

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MI217: Tech Stock Investing Outside of the FAANG w/ Adam Seessel

The Intrinsic Value Podcast - The Investor’s Podcast Network

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CHAPTER

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.

BOOKS AND RESOURCES

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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