Airbnb Stock PLUNGES | Here's Why It's CHEAPER Than You Think | $ABNB Earnings Analysis

แชร์
ฝัง
  • เผยแพร่เมื่อ 7 พ.ค. 2024
  • 📈 Check out Finchat for FREE!: finchat.io/brian/
    ▼FREE INVESTING COURSES:▼
    🧑‍🎓 Financial Statements School: longtermmindset.co/fss
    🧑‍🎓 Valuation School: longtermmindset.co/vs
    ▼FREE INVESTING TOOLS:▼
    ✅ Investing Checklist: longtermmindset.co/checklist
    ⚖️ Earnings Power Calculator: longtermmindset.co/ep
    ⏪ Reverse DCF Calculator: longtermindset.co/rdcf
    ▼ FREE NEWSLETTER ▼
    📩 Join 100,000+ readers of our FREE newsletter: longtermmindset.co/
    ▼RECOMMENDED RESOURCES:▼
    👍 Recommended Resources: longtermmindset.co/resources
    ▼ USEFUL EPISODES:▼
    📺 10 Steps To Build Wealth: • How to Build Wealth In...
    📺 How to use our investing checklists: • Brian Feroldi's Stock ...
    📺 Our thoughts on valuation: • Stock Valuation Lectur...
    📺 How to review earnings: • Quarterly Earnings Rep...
    📺 How to prepare for a market crash: • How To Prepare For A S...
    📺 10 investing lessons for beginners: • 10 Investing Lessons F...
    📺 How to build a portfolio - Step 1: • How to build a stock p...
    ▼ABOUT US:▼
    👨‍💼Brian Feroldi is an author (amzn.to/3JVr9Q0), investor, TH-camr, and financial educator. He's been investing in the stock market since 2004. He's made EVERY investing mistake you can make. He now spends his time teaching others how to invest better. Brian sends a FREE weekly email called Long Term Mindset (longtermmindset.co), where he shares one investing lesson and 6 pieces of simple content that encourage readers to think and do better with their money.
    🤝Connect with Brian Feroldi:🤝
    🐦 Twitter: / brianferoldi
    🔗 Linkedin: / brianferoldi
    📸 Instagram: / brianferoldi
    👨‍💼 Facebook: / brian.feroldi
    📩 Newsletter: longtermmindset.co/newsletter
    🕸️ Website: longtermmindset.co
    👨‍💼Brian Stoffel is a writer, investor, TH-camr, and financial educator. He's a teacher at heart. Brian has been investing for over a decade and has written over 4,000 articles for The Motley Fool. Brian worked as a middle school teacher in Washington, DC for over 5 years. He and his wife had a “mini-retirement” in Costa Rica and now spent a portion of their year there in a containership home. Brian plans his life and his investments around “antifragile” principles.
    🤝Connect With Brian Stoffel:🤝
    🐦 Twitter: / brian_stoffel_
    🔗 LinkedIn: / brian-stoffel-28509549
    📩 Newsletter: longtermmindset.co/newsletter
    🕸️ Website: longtermmindset.co
    ❗️❗️DISCLAIMER:❗️❗️
    All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Brian Feroldi and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
    All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.
    *Some of the links and other products in this video are from companies for which Brian Feroldi will earn an affiliate commission or referral bonus. Brian Feroldi is part of an affiliate network and receives compensation for sending traffic to partner sites. The content in this video is accurate as of the posting date.

ความคิดเห็น • 36

  • @EarthwithTom
    @EarthwithTom 26 วันที่ผ่านมา +8

    I think people tend to hate on Airbnb because it isnt as cheap to book accommodation as it used to be. But as an investor in the company it continues to impress and is a cash flow machine

  • @paratirisis
    @paratirisis 27 วันที่ผ่านมา +10

    Great analysis as always, thanks. However, I think Airbnb doesn't have a moat. Many private hosts offer accommodation on Booking because of their lower fares. Booking is also much more guest-friendly because it doesn't allow for arbitrary fees (eg. cleaning fees). Edit: regarding Airbnb's larger offering base: Booking "slides" apartments into search results - unless you explicitly filter private hosts out of your query, you'll be shown both hotels and apartments in the result list.

    • @Chris-vz2kv
      @Chris-vz2kv 15 วันที่ผ่านมา

      That’s what they I said about apple and nvidia boy I was wrong. I’m such a stupid idiot for selling

  • @PoppAlexander
    @PoppAlexander 27 วันที่ผ่านมา +3

    It is not only the Olympics, it is the European Championship in football (soccer for you) and Cope America (both starts in June this year)!! Thats normally creating good momentum for tourism and betting! 1,5 Mio people attended matches in 2016 for the Copa America when it was held in the US 2016, and for the European Championship, they expected only 2,5 Mio people in Berlin during the tournament!

  • @fabio2634
    @fabio2634 25 วันที่ผ่านมา

    Hi, any chance for you to cover Docebo (DCBO)?

  • @ThatGuy-xc4un
    @ThatGuy-xc4un 27 วันที่ผ่านมา +2

    Like the video! How does free cash flow margin change if say interest rates drop to say 3% and how does that affect the valuation. The Forward PE vs trailing jumps quite a bit.

    • @6toolbaseball
      @6toolbaseball 27 วันที่ผ่านมา

      Wouldn’t that impact interest income more?

    • @ThatGuy-xc4un
      @ThatGuy-xc4un 27 วันที่ผ่านมา

      @@6toolbaseball ya I guess free cash flow margins wouldn’t be directly impacted as those are interest income. EPS would just trail off as less interest is earned. I just think it’s weird to value how PE and FCF valuations show 2 different stories.

  • @pauzen5365
    @pauzen5365 27 วันที่ผ่านมา

    Great analysis. Thanks.

  • @raviadi295
    @raviadi295 9 วันที่ผ่านมา

    4 Bn$ FCF includes "UNEARNED FEE" & "Stock Based Compensation". For ABNB, FCF is not a good metric to track profitability. This stock is very expensive.

  • @Libertyfirstrye
    @Libertyfirstrye 27 วันที่ผ่านมา

    3rd biggest holding fav stock

  • @mauriciorodriguez1670
    @mauriciorodriguez1670 26 วันที่ผ่านมา

    Incredibly grateful to both Brians for always coming up with such top quality material. You guys rock and I am planning to join the channel. THANK YOU!!

  • @ConorValue
    @ConorValue 27 วันที่ผ่านมา +3

    Cash flow machine

  • @JY88168
    @JY88168 27 วันที่ผ่านมา +1

    we need these 1st level thinkers to give us opps. to buy great companies

  • @vinitbaliyan9418
    @vinitbaliyan9418 27 วันที่ผ่านมา

    Why is net income so much lower than FCF?

    • @Viibeezz
      @Viibeezz 27 วันที่ผ่านมา +4

      Can be due to various things, as an accountant I frequently see it due to high degree of deferred earnings or revenue being captured (adv payments), big stock based compensation expenses that don't match to cash earned, or big non cash acceleration (like depreciation)

  • @LordBagdanoff
    @LordBagdanoff 27 วันที่ผ่านมา +1

    So many plunging this quarter

  • @MinhungShih
    @MinhungShih 27 วันที่ผ่านมา

    Even Disney grows faster

  • @mikapeltokorpi7671
    @mikapeltokorpi7671 27 วันที่ผ่านมา +1

    If your hospitality company uses trucknuts logo, it might effect to the stock price.

  • @softy-bf5eg
    @softy-bf5eg 23 วันที่ผ่านมา

    Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.

    • @TitaAnderson
      @TitaAnderson 23 วันที่ผ่านมา

      the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.

    • @Cammimullens
      @Cammimullens 23 วันที่ผ่านมา

      Even with the right strategies and appropriate assets, investment returns can differ among investors. Recognizing the vital role of experience in investment success is crucial. Personally, I understood this significance and sought guidance from a market analyst, significantly growing my account to nearly a million. Strategically withdrawing profits just before the market correction, I'm now seizing buying opportunities once again.

    • @marlisamirabal
      @marlisamirabal 23 วันที่ผ่านมา

      impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now

    • @Cammimullens
      @Cammimullens 23 วันที่ผ่านมา

      Just research the name Angela Lynn Shilling. You’d find necessary details to work with a correspondence to set up an appointment.

    • @marlisamirabal
      @marlisamirabal 23 วันที่ผ่านมา

      Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.

  • @emptyempty1310
    @emptyempty1310 27 วันที่ผ่านมา

    They're resetting the market

  • @ibrahimyusuf677
    @ibrahimyusuf677 26 วันที่ผ่านมา +1

    I'm favoured, $22K every week! I can now give back to the locals in my community and also support God's work and the church. God bless America.

    • @ibrahimyusuf677
      @ibrahimyusuf677 26 วันที่ผ่านมา

      She's a licensed broker here in the states🇺🇸

  • @jeremynewell9903
    @jeremynewell9903 8 วันที่ผ่านมา

    Yep, I hate this stock.

  • @theresamorgavi9196
    @theresamorgavi9196 27 วันที่ผ่านมา +2

    abnb isn’t cheap

  • @FeliPeltier
    @FeliPeltier 25 วันที่ผ่านมา

    Rofl, what a shill