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TIVP010: Airbnb (ABNB): A Silicon Valley Gem w/ Shawn O’Malley

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Manage episode 470443041 series 2539397
Content provided by The Investor's Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Investor's Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Airbnb (ticker: ABNB), a dominant and disruptive business in the hospitality industry. Airbnb has changed how the world travels, convincing millions to spend a night in a stranger’s home, similar to how Uber convinced the world to ride in strangers’ vehicles. Shawn explores how Airbnb got its start, the business’s economics, and whether the company is an attractive investment at current prices.

In this episode, you’ll learn the secret sauce behind Airbnb, how it stacks up against the competition, what Airbnb’s flywheel looks like, how the company plans to grow, the best ways to think about valuing its shares, plus so much more!

Prefer to watch? Click here to watch this episode on YouTube.

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

03:06 - Airbnb’s surprising origin story

07:56 - How Airbnb’s co-founder has continued to lead the company

23:47 - Which concerns pose the biggest downside risks for Airbnb investors

25:12 - How Airbnb is navigating regulatory controversies in cities across the world

28:25 - What impact has Covid had on the business, and why it may have made Airbnb stronger

41:00 - Airbnb’s plans for growth and continued disruption of the hospitality industry

41:20 - What underpins Airbnb’s flywheel for success

47:56 - How to think about Airbnb’s valuation and Shawn’s decision on Airbnb for The Intrinsic Value Portfolio

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

Connect with Shawn: Twitter | LinkedIn | Email

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

734 episodes

Artwork
iconShare
 
Manage episode 470443041 series 2539397
Content provided by The Investor's Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Investor's Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) breaks down Airbnb (ticker: ABNB), a dominant and disruptive business in the hospitality industry. Airbnb has changed how the world travels, convincing millions to spend a night in a stranger’s home, similar to how Uber convinced the world to ride in strangers’ vehicles. Shawn explores how Airbnb got its start, the business’s economics, and whether the company is an attractive investment at current prices.

In this episode, you’ll learn the secret sauce behind Airbnb, how it stacks up against the competition, what Airbnb’s flywheel looks like, how the company plans to grow, the best ways to think about valuing its shares, plus so much more!

Prefer to watch? Click here to watch this episode on YouTube.

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

03:06 - Airbnb’s surprising origin story

07:56 - How Airbnb’s co-founder has continued to lead the company

23:47 - Which concerns pose the biggest downside risks for Airbnb investors

25:12 - How Airbnb is navigating regulatory controversies in cities across the world

28:25 - What impact has Covid had on the business, and why it may have made Airbnb stronger

41:00 - Airbnb’s plans for growth and continued disruption of the hospitality industry

41:20 - What underpins Airbnb’s flywheel for success

47:56 - How to think about Airbnb’s valuation and Shawn’s decision on Airbnb for The Intrinsic Value Portfolio

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

Connect with Shawn: Twitter | LinkedIn | Email

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

734 episodes

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