Airbnb Stock Is Too Good to Pass Up
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- Опубликовано: 9 июн 2024
- Airbnb stock investors haven't been pleased with Airbnb's (NASDAQ: ABNB) growth rate decelerating, but the company is facing a natural slowdown as the post-pandemic boom in travel spending ends. In this video, Travis Hoium explains why this isn't a big concern for investors.
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0:00 Wall Street Is Wrong About Airbnb
00:47 Q1 2024 Earnings
06:32 Analysis
A very good company!
Are they investing in Tbills with the customer held funds?
Likely that or equivalent.
Their cashflow statements seem fuzzy. How does airbnb get $1-2bln more cash from operations than their operating income? Thats happened three years in a row. I cant find any non-cash items in the operating income statement
Some of it is their negative cash conversion cycle, which means they get customer cash before they have to pay bills (hosts).
Interest income