How The Intrinsic Value Podcast’s view on $ABNB changed

2026-10-01Bullish
“The AI Frenzy in Markets, As Understood by Two Value Investors”
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,

2026-08-20
“Ranking SaaS Best Buys Today and Long-Term + Watchlist Review”
ABNB has a strong long-term thesis (network effects, growth) but is currently overvalued; hold but do not buy more.

Should we do maybe Airbnb because I think that should be quick simply because it's one of our largest largest portfolio holdings. Um, we should just say I mean they just released earnings um not too long ago. Um, the market liked them.

I think the main reason has basically been this um you know the reacelerated growth in nights and services or nights booked and services because if you compare that year-over-year um you would see March 26 9% growth um compared to you know March 2025 7.9 and then in June significantly 7.4 to 10.3%.

I think this has been primarily because um of why the market liked the the results so much um because you needed reaceleration.