$ABNB TOP 20
Added 2023-02-11 23:18:17 +0000 UTCEarnings after the close on Tuesday, it is difficult to judge which way this is going to go, the world has opened up again but their costs and rules for travellers have increased and this may have effected $ABNB negatively, as people are frustrated that $ABNB does not offer the same freedom it once did compared to hotels.
That being said, they have a clear moat and I believe their TAM has increased due to remote working customers...so I would not be gambling on their earnings.
I recommend waiting for the Bull case to be triggered before adding.
Comments
Any updates on ABNB?
Jeff Akrawin
2023-02-16 16:18:50 +0000 UTC
