I've been impressed with $ABNB price action, working it's way nicely through our counts for the last few months now. $ABNB's moat is what I like most about this product, few issues with regard to cleaning fees etc but this can be rectified.
The barriers to entry into this industry are remarkably high. From someone who has used $ABNB in ever corner of the globe, when you have a product that is not limited by boundaries, in fact, this product encourages no limitations, you have a very unique product.
Long term, this is a perfect addition to our portfolio, if we can buy in our buy zone, this is a company I would be adding to for many years to come.