Is the rumored Airbnb bust finally here now the travel sector is imploding? Is the consumer done?

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  • Опубліковано 30 тра 2024
  • #investing #trading #stockmarket
    Hi all,
    In this video I talk about the recent earnings of #airbnb #booking.com #expedia and #tripadvisor and how their guidance numbers all point to a decrease in travel later in the year. Which in turn is pointing to a weakening consumer.
    I also spend a decent amount of time talking about my Trip advisor thesis, how that blew up in my face, and why I'm still very bullish on the name.
    And Cheese cake factory, which still is very undervalued.
    Please like and subscribe!
    Intro discussion on Airbnb's (ABNB) earnings: 00:00 - 12:00
    Booking.com guidance is very very worrisome for travel broadly (BKNG): 12:01 - 19:16
    Expedia is still garbage: 19:17 - 23:50
    TripAdvisor (TRIP) Recap, recapping earnings, and why I think its cheap: 23:51 - 42:00
    Cheesecake Factory recap and its going high: 42:01 - 48:05
    Disclaimer: This video is not trading or investment advice, but for general informational purposes only. This video represents my personal opinions which I am sharing publicly as my personal blog. Futures, stocks, bonds trading of any kind involves a lot of risk. No guarantee of any profit whatsoever is made. In fact, you may lose everything you have. So be very careful. I guarantee no profit whatsoever, You assume the entire cost and risk of any trading or investing activities you choose to undertake. You are solely responsible for making your own investment decisions. Owners/authors of this video, its representatives, its principals, its moderators and its members, are NOT registered as securities broker-dealers either with the U.S. Securities and Exchange Commission, CFTC or with any other securities/regulatory authority. Consult with a registered investment advisor, broker-dealer, and/or financial advisor. Watching this video or reading any of my publications, you are agreeing to these terms.

КОМЕНТАРІ • 6

  • @darrendent8288
    @darrendent8288 19 днів тому +1

    DAT CAKE!

  • @mhp12345
    @mhp12345 19 днів тому +3

    Please zoom in more when you record the screen when you make the videos. Especially the dociments you open from earnings. You may see it ok in a large screen when recording but when you watch it on a phone basically 50% of the screen is wasted ;) cheers and keep up these great videos coming!

    • @sleepysol
      @sleepysol  16 днів тому +1

      I apologize, I will try to do better in the future. I'm sorry you had trouble.

  • @huyster6490
    @huyster6490 19 днів тому +2

    I doubled down on TRIP. I'm hoping on recouping my losses from earnings :')

    • @luisbarragan9555
      @luisbarragan9555 18 днів тому

      TRIP has a lot of bullish flow. I feel confident in the name.

    • @sleepysol
      @sleepysol  16 днів тому

      same.