ABNB

The Future Of Airbnb

“May 2025 will be crazy. Beyond that, it gets crazier and crazier.”

Mar 20 •

TSOH Investment Research

Airbnb: "Mild Moderation"

From “A New World Of Travel” (May 2022): “Airbnb management remains convinced that the pandemic, most notably due to the widespread adoption of remote…

Aug 19, 2024 •

TSOH Investment Research

Airbnb: Reinvent Yourself

Airbnb CEO Brian Chesky: “You can think of a company as going through a few phases.

May 27, 2024 •

TSOH Investment Research

Airbnb: "A New Chapter"

“In a crisis, you often have clarity.

Feb 22, 2024 •

TSOH Investment Research

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…

Nov 27, 2023 •

TSOH Investment Research

Airbnb: "Growth Mode"

From “A Bridge Too Far?” (November 2022):

Aug 28, 2023 •

TSOH Investment Research

Airbnb: ADR's and Affordability

From “Capitalizing On Adversity” (February 2023):

May 22, 2023 •

TSOH Investment Research

A Rebuttal To "Problems At Airbnb"

Note: Today’s post isn’t part of the regular publication schedule.

Apr 9, 2023 •

TSOH Investment Research

Airbnb: Capitalizing On Adversity

From “A Travel Revolution” (published November 2021):

Feb 23, 2023 •

TSOH Investment Research

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…

Nov 17, 2022 •

TSOH Investment Research

"Growth & Profitability At Scale"

Airbnb recently reported its Q2 FY22 financial results, with the quarter providing incremental evidence that the global leader in alternative…

Aug 11, 2022 •

TSOH Investment Research

“A New World of Travel”?

Note: Last week, I recorded a podcast with Andrew Walker focused on the media industry (NFLX, DIS, etc.).

May 23, 2022 •

TSOH Investment Research

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