Airbnb Stock PLUNGES | Here's Why It's CHEAPER Than You Think

Airbnb Stock PLUNGES | Here's Why It's CHEAPER Than You Think | $ABNB Earnings Analysis

Рет қаралды 12,604

2 ай бұрын

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Пікірлер: 30

@EarthwithTom 2 ай бұрын

I think people tend to hate on Airbnb because it isnt as cheap to book accommodation as it used to be. But as an investor in the company it continues to impress and is a cash flow machine

@paratirisis 2 ай бұрын

Great analysis as always, thanks. However, I think Airbnb doesn't have a moat. Many private hosts offer accommodation on Booking because of their lower fares. Booking is also much more guest-friendly because it doesn't allow for arbitrary fees (eg. cleaning fees). Edit: regarding Airbnb's larger offering base: Booking "slides" apartments into search results - unless you explicitly filter private hosts out of your query, you'll be shown both hotels and apartments in the result list.

@Chris-vz2kv 2 ай бұрын

That’s what they I said about apple and nvidia boy I was wrong. I’m such a stupid idiot for selling

@PoppAlexander 2 ай бұрын

It is not only the Olympics, it is the European Championship in football (soccer for you) and Cope America (both starts in June this year)!! Thats normally creating good momentum for tourism and betting! 1,5 Mio people attended matches in 2016 for the Copa America when it was held in the US 2016, and for the European Championship, they expected only 2,5 Mio people in Berlin during the tournament!

@fabio2634 2 ай бұрын

Hi, any chance for you to cover Docebo (DCBO)?

@ThatGuy-xc4un 2 ай бұрын

Like the video! How does free cash flow margin change if say interest rates drop to say 3% and how does that affect the valuation. The Forward PE vs trailing jumps quite a bit.

@6toolbaseball 2 ай бұрын

Wouldn’t that impact interest income more?

@ThatGuy-xc4un 2 ай бұрын

@@6toolbaseball ya I guess free cash flow margins wouldn’t be directly impacted as those are interest income. EPS would just trail off as less interest is earned. I just think it’s weird to value how PE and FCF valuations show 2 different stories.

@mauriciorodriguez1670 2 ай бұрын

Incredibly grateful to both Brians for always coming up with such top quality material. You guys rock and I am planning to join the channel. THANK YOU!!

@pauzen5365 2 ай бұрын

Great analysis. Thanks.

@creciendocondividen2 Ай бұрын

Can someone please explain the tax situation they had?

@Libertyfirstrye 2 ай бұрын

3rd biggest holding fav stock

@freedbyfinance 5 күн бұрын

The problem with free cash flow is you need to remove "unearned fees" to get to a real number. Nonetheless Airbnb is a great company and Brian Stoffel is my top follow for business analysis.

@raviadi295 Ай бұрын

4 Bn$ FCF includes "UNEARNED FEE" & "Stock Based Compensation". For ABNB, FCF is not a good metric to track profitability. This stock is very expensive.

@JY88168 2 ай бұрын

we need these 1st level thinkers to give us opps. to buy great companies

@ConorValue 2 ай бұрын

Cash flow machine

@vinitbaliyan9418 2 ай бұрын

Why is net income so much lower than FCF?

@Viibeezz 2 ай бұрын

Can be due to various things, as an accountant I frequently see it due to high degree of deferred earnings or revenue being captured (adv payments), big stock based compensation expenses that don't match to cash earned, or big non cash acceleration (like depreciation)