Sonder's strategic position vs. hotels (feat. Volt CIO and early Sonder engineer)

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  • Опубліковано 9 лют 2025
  • Tad Park (CEO/CIO at Volt Equity + early Sonder engineer) and David Kim (Head of Growth at Volt Equity) discuss Sonder stock ($SOND): Sonder's current valuation, their value proposition, and strategic position vs. their hotel competitors.
    Our blog article related to this chat:
    Sonder vs. Hotels (Investment Case, Part 1) www.voltequity.com/post/sonder-vs-hotels-sond-investment-case-part-1
    --
    Disclosure: Not investment advice. For educational purposes only. Do your own research. Full disclosure available at www.voltequity...

КОМЕНТАРІ • 7

  • @adrianbarrera385
    @adrianbarrera385 3 роки тому

    Good video and information. Looking forward to more videos

    • @VoltEquity
      @VoltEquity  2 роки тому +1

      Appreciate it! More on the way!

  • @rineditor7077
    @rineditor7077 2 роки тому

    I have been struggling to find a valuation framework for Sonder. Have you put together a valuation for this company? If so can I access it/ what value did you get over what time period? Thank you!

    • @VoltEquity
      @VoltEquity  2 роки тому +1

      This is actually a video idea near the top of our backlog. Stay tuned!

  • @whereistomm
    @whereistomm 2 роки тому

    Update here?

    • @VoltEquity
      @VoltEquity  2 роки тому

      Our fundamental evaluation of Sonder's strategic positioning still stands. For an update on our thoughts on them given the recent drawdown see: ua-cam.com/video/P5IqABV4hZM/v-deo.html

  • @lewisburton1852
    @lewisburton1852 Рік тому +1

    Any updates? 😂 Sonder is 📉