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About

ABNB

Airbnb: Reinvent Yourself
Airbnb CEO Brian Chesky: “You can think of a company as going through a few phases. Phase one is you have an idea and you achieve product market fit…
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The Science of Hitting
Airbnb: "A New Chapter"
“In a crisis, you often have clarity. Somebody who has a near-death experience suddenly sees more clearly, and we were staring into the abyss. We…
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The Science of Hitting
Airbnb: "Turning The Corner"
From “Capitalizing On Adversity” (February 2023): “In mid-2022, as Airbnb CEO Brian Chesky reflected on the company’s evolution since the beginning of…
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The Science of Hitting
Airbnb: "Growth Mode"
From “A Bridge Too Far?” (November 2022):
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The Science of Hitting
Airbnb: ADR's and Affordability
From “Capitalizing On Adversity” (February 2023): “In mid-2022, as Airbnb CEO Brian Chesky reflected on the company’s evolution since the beginning of…
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The Science of Hitting
4
A Rebuttal To "Problems At Airbnb"
Note: Today’s post isn’t part of the regular publication schedule.
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The Science of Hitting
Airbnb: Capitalizing On Adversity
From “A Travel Revolution” (published November 2021): “Year to date, Airbnb has reported an adjusted EBITDA margin of 28% - just shy of the ‘30% or…
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The Science of Hitting
4
Airbnb: "A Bridge Too Far"?
“I think that we learned a lot of lessons a year or two earlier than a lot of other tech companies because we were hit so hard so early [at the outset…
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The Science of Hitting
"Growth & Profitability At Scale"
Airbnb recently reported its Q2 FY22 financial results, with the quarter providing incremental evidence that the global leader in alternative…
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The Science of Hitting
“A New World of Travel”?
Note: Last week, I recorded a podcast with Andrew Walker focused on the media industry (NFLX, DIS, etc.).
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The Science of Hitting
4
Airbnb: "Completely Additive"
“Nearly two years into the pandemic, it’s now clear that we are undergoing the biggest change to travel since the advent of commercial flying… For the…
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The Science of Hitting
Airbnb: A Travel Revolution
Following the most difficult year in the company’s history, which culminated in April 2020 with the firing of one-third of its employees and a $2…
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The Science of Hitting
© 2024 Alex Morris (TSOH Investment Research)
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