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Airbnb: A+ Performance, Load Up The Boat Below $100

Sep. 05, 2022 7:30 AM ETAirbnb, Inc. (ABNB) Stock1 Comment
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Juxtaposed Ideas


  • ABNB continues to impress in FQ2'22, with improved performance metrics and expansion in profit margins.
  • However, the company may face temporary headwinds in the form of worsening macroeconomics and the Fed's continued rate hikes through 2023.
  • Combined with Airbnb's current baked-in premium, investors would be well advised to wait and add only at the next dip.
  • The bear will come soon enough for the darling of the travel industry.

phrase buy the dip handwritten on night wet window glass surface


Investment Thesis

We reckon that analysts were overly worried about Airbnb's (NASDAQ:ABNB) seemingly lower QoQ Gross Booking Value of $17B in FQ2'22 compared to $17.2B in FQ1'22, since these numbers represent massive growth of

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I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.Prior to Seeking Alpha, I worked as a professionally trained architect in a private architecture practice, with a focus on public and healthcare projects. My qualifications include:- Qualified Person with the Board of Architects, Singapore.- Master's in Architecture from the National University of Singapore.- Bachelor in Arts from the National University of Singapore.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.

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Comments (1)

If you wait for sub $100 you will have missed the boat
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