$ABNB

ABNB

Airbnb Inc. Class A Common Stock

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As of 10-01
10-01
The Intrinsic Value PodcastPublished 2026-10-01
“The AI Frenzy in Markets, As Understood by Two Value Investors”
$ABNBBullish
Airbnb's moat is durable; hosts are unlikely to leave the platform because of unique inventory, trust/safety features, payment options, and organic user acquisition advantages.

I mean, as you know, Uber, and from that perspective Technically, it was possible Airbnb access to this The field, or at least She had plans to arrive To him.

Also, I don't know how You can see that if you compare All advertising companies, Like Google and Amazon, Airbnb and Uber,

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09-30
The Acquirers PodcastPublished 2026-09-30
“Why Own a Sports Team Stock? Jonathan Boyar on MSGS, Braves & 3 Other Value Picks”
$ABNBBullish
Market overestimates AI's negative impact on ABNB; AI agents will aid booking efficiency and productivity, benefiting the company.

We did that earlier this year with Salesforce and Microsoft, and now we're doing it with Airbnb, Booking and some other stocks.

I mean, listen, everything is affected by artificial intelligence, both positively and negatively. But, as you know, Muse , and we're recording this on September 29, released a report two weeks ago that had a major impact on Airbnb and Booking.

09-28
The Motley FoolPublished 2026-09-28
“4 Stocks to Buy and Hold for the Long Term!”
$ABNBBullish
ABNB is a contrarian buy; despite underperforming the market, its underlying business remains strong.

I also wanted to talk about Airbnb. This is a company that generated a lot of enthusiasm several years ago. Airbnb is the world's largest alternative accommodation marketplace.

They have more than 5 million hosts, more than 8 million active listings, and billions of cumulative guest accesses since the platform launched nearly two decades ago.

09-25
The CompoundPublished 2026-09-25
“People Hate These 5 Stocks But They'll Be Wrong | TCAF 261”
$ABNBBullish
ABNB's classification as an automation loser is incorrect; it is an admired name and a good buy.

So, Jonathan, for people like you, when you see this and look at Expedia and Booking, which we'll be talking about, you must be excited because you know historically what happens to some of these businesses that you've followed for a long time when automation competition emerges, because you've seen this before.

Okay. I mean, Booking and Airbnb, why they were in that basket and how Goldman comes up with those baskets, I have no idea. That's absolutely ridiculous. I think this will turn out to be a great buying opportunity. I don't know why some of those banks are there.

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