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Dylan Lewis, Deidre Woollard, and Mary Long join a roundtable discussion on Valentine's Day themed investment flags. Topics include Airbnb's share buyback, Lyft's earnings mistake, and comparing Uber and Lyft's unit economics. They also discuss the importance of company attributes and red flags, and share rules for interviewing people.
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Quick takeaways
- Airbnb has a capital-light business model and plans to repurchase $6 billion of its own shares.
- Lyft reported positive results but made a notable mistake in the earnings release, raising questions about management's decision-making and stability.
Deep dives
Airbnb's Strong Cash Flow and Strategic Progress
Airbnb is generating close to $4 billion in free cash flow and has a capital-light business model. The company has made strategic improvements, including reducing host cancellations, introducing price transparency, and expanding to international markets. These efforts have resulted in increased customer satisfaction and growth in nights and experiences booked on the platform.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode