On this episode of Chit Chat Stocks, Brett and Ryan speak with Drew Cohen of Speedwell Research about the future of Airbnb (ticker: ABNB). We discuss:

(06:31) Understanding Airbnb's Business Model and Take Rate

(09:05) Growth Opportunities: Short, Medium, and Long-Term

(17:41) Speculative Future: The Super App Concept

(23:36) Competitive Landscape: Airbnb vs. Booking and Expedia

(27:54) Understanding Booking's Business Model

(34:03) The Super App Concept and Its Challenges

(41:31) Valuation Insights and Margin Expansion Potential

(45:36) The Importance of Leadership and Design in Airbnb

(48:35) Potential Risks and Future Challenges for Airbnb

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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Hunter Biden, New York Times, and AI Robots | What a year! | Matt Kim #070