Quite surprised your channel is so small, given that you have covered Airbnb well. Particularly liked the part about higher marketing spend did not translate to higher host numbers (yet)
Thank you! Yeah I’m not too worried about the host numbers. It takes time for hosts to get set up and hosts are going to come back in larger numbers when vaccinations become widespread globally.
@@JeffreyYamada Thinking of doing PMCC for higher risk and higher returns.. But there is another lockup period expiry in Aug 2021. Might get the shares instead
I prefer owning the stock. The stock is valued with a lot of growth built in so there’s a decent chance the company trades sideways for a long time. My target is still around 15% per year but I don’t know the returns will all happen right now or 5 years from now when the financials catch up to the stock price.
Quite surprised your channel is so small, given that you have covered Airbnb well. Particularly liked the part about higher marketing spend did not translate to higher host numbers (yet)
Thank you! Yeah I’m not too worried about the host numbers. It takes time for hosts to get set up and hosts are going to come back in larger numbers when vaccinations become widespread globally.
@@JeffreyYamada Thinking of doing PMCC for higher risk and higher returns.. But there is another lockup period expiry in Aug 2021. Might get the shares instead
I prefer owning the stock. The stock is valued with a lot of growth built in so there’s a decent chance the company trades sideways for a long time. My target is still around 15% per year but I don’t know the returns will all happen right now or 5 years from now when the financials catch up to the stock price.
@@JeffreyYamada Thanks! I shall get the shares instead
Great breakdown. I suppose until the pandemic is well and truly behind us it will be hard to attract additional hosts etc.
Thanks Simon. Yes, for sure. Prospective host that are outside the US are especially hesitant to start hosting right now.
@@JeffreyYamada coming from a European I'm completely agree. Hi from Ireland.
Great breakdown. Abnb currently $139. Would you say this is a buy rn? That's what i'm feeling. I believe in it for a long term holding.
Thank you! IMO yes this is a good price to get in at. My price target is $250-$300 by end of 2025, which approximately 18% compounded annual return.
Thanks for the great breakdown. Sounds like you're bullish?
You’re welcome! Yes, definitely a bull.