Download - Answers from Airbnb, Questions for Upstart

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Answers from Airbnb, Questions for Upstart

2023-02-15

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If revenge travel was supposed to slow down, then AirBnB hasn't noticed.
Dylan Lewis and Tim Beyers (0:15) discuss:

- A very healthy quarter for AirBnB, and how the travel company continues to grow its footprint.
- AirBnB's $1.5 billion "waste of capital."
- Upstart's not too bad quarter, and questionable use of its balance sheet.
- One thing to do whenever you buy a stock.

(17:02) Bill Mann and Ricky Mulvey look at Hindenburg Research's report on Adani Group, and a historic parallel that offers some insight for today.

Companies discussed: ABNB, UPST, ADANIENT

Host: Dylan Lewis
Guests: Tim Beyers, Bill Mann
Producer: Ricky Mulvey
Engineer: Rick Engdahl