Airbnb (NASDAQ: ABNB)
Latest
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General
$10K to NOT list on Airbnb? How will that help?
On this week’s show, the WA government is paying people to not list their properties on Airbnb, the banks posted bumper results, but are slowing slowly, Optus opted us all into outage outrage, and DoorDash wants to make sure you leave a preemptive tip.15 November
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Is Airbnb facing an existential crisis?
Today Alf and Sascha chat about the different challenges facing AirBnB and whether it’s going to impact their future.18 September
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General
What underpins an investing thesis? + We uncover Danimer Scientific (NYSE: DNMR)
We’ve been reconsidering what makes up an investment thesis? So we discuss the two fundamental components of a thesis - a short-term catalyst or a long-term trend. Ren proposes two new elements to consider as well - exceptional management & a sustainable competitive advantage.13 March
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General
EM Portfolio is back and 2 small caps Uncovered
This episode, we welcome back the Equity Mates Portfolio. First up, we want to remind you that the stocks we discuss are hypothetical and not buy, hold, or sell recommendations. However, if you have a stock that you want us to cover, don't hesitate to reach out to us!27 February
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Why leadership matters: Disney presents the tale of 2 Bobs
Bob Iger is returning to Walt Disney as CEO less than a year after he retired, a surprise comeback that coincides with the entertainment company's attempt to boost investor confidence and their profits.13 December
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Get me excited about reporting season
It’s reporting season… again. Christmas may only come once a year but reporting (or earnings season in the US) seems like it never ends. And for anyone who’s thinking... umm what is reporting season? It’s the time when public companies release their most recent quarter's financial information in… a report. Think of it like a school report card for companies. In that, when you do well, the market loves you, and when you’re not doing great… well, it doesn't feel great. But the headlines and reporting around earnings season - percentages, CAGR numbers, market expectations - are full of jargon and in short our host Sascha thinks it's pretty boring.12 May
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'I thought of a way to make a few bucks...' - Airbnb | Summer Series
In the penultimate episode of our summer series, Bryce and Alec discuss Airbnb (NASDAQ:ABNB). This company has hosted over 1 billion total guests through their platform, and is bigger than their 3 largest competitors combined. What started as an idea floated by email between its two founders in 2007, as ‘a way to make a few bucks…” is now one of the leading disruptors of the shared economy in 2022.24 January
Sponsored by Superhero
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Boomtown - Airbnb, Rivian, Roblox and Crypto
The inaugural Equity Mates Awards are coming. Bryce and Alec explain all about this new and exciting awards ceremony, click here to cast your vote. We're calling on you, our Equity Mates community to help recognise some amazing people, so please get involved! Then the guys do a quick portfolio update, and talk about Airbnb, Afterpay, Roblox, Russell 2000 ETF and Rivian.15 November