On this episode of Chit Chat Stocks, Brett and Ryan speak with Drew Cohen of Speedwell Research about the future of Airbnb (ticker: ABNB). We discuss:

(06:31) Understanding Airbnb's Business Model and Take Rate

(09:05) Growth Opportunities: Short, Medium, and Long-Term

(17:41) Speculative Future: The Super App Concept

(23:36) Competitive Landscape: Airbnb vs. Booking and Expedia

(27:54) Understanding Booking's Business Model

(34:03) The Super App Concept and Its Challenges

(41:31) Valuation Insights and Margin Expansion Potential

(45:36) The Importance of Leadership and Design in Airbnb

(48:35) Potential Risks and Future Challenges for Airbnb

*****************************************************

JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/

*********************************************************************

Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:

https://www.interactivebrokers.com/

Interactive Brokers is a member of SIPC.

*********************************************************************

FinChat.io is the complete stock research platform for fundamental investors.

With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat

*********************************************************************

Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.

To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/

*********************************************************************

Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Airbnb's Past, Present, and Future With Speedwell Research (Ticker: ABNB)

Chit Chat Stocks