Beersheba Research – Analytics Author
I strive to unearth less obvious, overlooked, or under-appreciated but intriguing and potentially profitable data-driven insights into companies of service to society. I would be grateful if you call out blind spots, flaws, or gaps in my observations or reasoning.
I hope you enjoy my contributions, but please do not take them as investment advice!
Followers: 436 / Contributor since: 2021
Airbnb: Expect Attractive Returns From Continued ‘Revenge Travel’, Longer Stays, And Lower Valuation
Summary My original investment thesis on Airbnb based on its continued penetration into the travel lodging market and the rebound in travel is playing out, and Airbnb is gaining market share. … Read more
Summary Airbnb’s strong earnings showcase its strong growth and improving operational efficiencies. Airbnb and the travel industries’ favorable travel market conditions throughout 2022 will likely continue to aid Airbnb’s growth. … Read more
Summary Airbnb continues to deliver stellar earnings. The company is aggressively growing revenues while producing GAAP profits. Net cash has swelled to $8 billion and the company has authorized a … Read more