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,