WHJW
2022-06-24

$Airbnb, Inc.(ABNB)$The road ahead for the next 2 years will be tough, as the world battled inflation, rising interesting and a looming recession. Cyclical and discretionary consumer stocks like travel companies are extremely vulnerable.

However, among them Airbnb is best positioned to weather the storm and emerge strong. Leadership with proven track record to navigate uncertain times, innovative technology, top-notch brand value, and market leaderposition with a large moor all set it for future success. 

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Comments

  • BorisBack
    2022-06-24
    BorisBack
    ABNB extremely weak right near its all time low. Earnings actually turned negative in 22Q1. Seeing a lot of people fed up with the cleaning fees and turning back to hotels. Potential short if it can build under $100.
    • WHJW
      Hmmm, okie. Good food for thought.
  • KittyBruno
    2022-06-24
    KittyBruno
    Airbnb novelty is wearing thin because of prices and bad hosts. Airbnb is trending on social media in a negative manner. People are over this. Airbnb needs to pivot.
    • WHJW
      Interesting. I agree on the quality control part. Sometimes it’s a necessary evil of sharing economy. But airbnb in general handles such incidents well. And i think its already pivoting to experiences
  • BaronLyly
    2022-06-24
    BaronLyly
    traveling is what people wants to do after years of lockdown. Adding here on this dip. ABNB quarters are getting better and better
    • WHJW
      Yup, i agree. Ppl may cut back a bit during recession or in participation. But it will quickly bounce back when the economy gets back
  • BurnellStella
    2022-06-25
    BurnellStella
    How it would be affected by its withdrawal from China?
    • WHJW
      Very minimal impact, because china market only made up a small percentage for this revenue. The same is true for all international travel tech companies like Expedia, booking.com etc.
  • DonnaMay
    2022-06-25
    DonnaMay
    Thanks for sharing, your post is great.
    • WHJW
      Thanks for your kind words :)
  • x2espresso
    2022-06-24
    x2espresso
    yes even with tourism at peak. why is airbn down?
    • WHJW
      It’s impacted by the global down trend of trch stock. But comparatively it’s already much better than other tech stock and other travel stock
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