Reddit Posts
Why is Airbnb (ABNB) up ~11% after hours? Its best quarter in years, decoded
I went through Airbnb's last two 10-Ks. A third of their profit isn't from hosting. It's from the Fed, and that's unwinding
70% Win Rate Setup that I Found Hiding in Plain Sight
List of companies with earnings next week. Thinking of doing CSP on ABNB.
Onset of AI Fatigue - What does it mean for the Spring & Summer months?
wish i could go back to when it went wrong and stopped myself
ABNB - Executives selling and disposing shares after Q3 Earnings
Covered call target prices to exit travel stock positions? CCL, ABNB, LUV
$ABNB why is no one expecting a huge fall off??
Firefly IPO could be a surge like Circle's and Figma's IPO
F*CK on The Street (Cramer F-Bombs live)
[ABNB] Airbnb, Inc. (ABNB) Declines More Than Market: Some Information for Investors
Week 3 Options Trading: $3,861 Realized (but left $3,630 on the table) - Real numbers, real lessons
$ABNB: THIS IS IT. The Elevator Only Goes One Way. DOWN. 🛗🔥🐻
(05/13) Interesting Stocks Today - United Healthcare CEO Resigns!
(05/13) Interesting Stocks Today - United Healthcare CEO Resigns!
US credit will be downgraded to AA from AA+. The bond dumping will continue until stability improves and LOL what mortgage?
$ABNB insiders sell $50M in past two days and $180M in December alone.
Genuinely curious, how does a stock price continue to go up, even when “no one” is buying it?
ABNB definitely doesn’t make life worse for average Americans
HEAVY CAUTION!!! Closing a Short Put Option deep ITM...
$ABNB's 3rd quarter 2023 earnings: the good, bad and ugly
ABNB Earnings Alert: Everything you need to know 🚀🔥
List of publicly traded companies supporting illegal Israeli occupation?
How many bull runs do you think ABNB has left before the whales sell for good?
Individual stocks vs ETF vs REIT vs Robo-investing
Pre-market TMT Breakout - $PINS better metrics, $AAPL neg impact from Huawei phone/new $IBM?, $DIS Bull case, $NTAP upgrade, $ORCL upgrade on better runway growth, $ABNB to join SP500
How ABNB trading works and does it makes sense?
The Crash this Fall is Now a Mathematical Certainty, but First, We Go Up
There is absolutely no possible way $ABNB isn’t being manipulated right now
Puts on $ABNB? Top of r/anticonsumption is a call to boycott
Started with $12 last Monday. Bought 2 SPY 410p for Tuesday then started blowing up.
ABNB Earnings (-11%) profitable quarter but weak guidance
ABNB beats expectations but down big on guidance. Why give guidance
MRW I see ABNB down ~15% after earnings
Market Recap - 5/9/23 - sorry but we've moved on
Market Recap - 5/9/23 - sorry but we've moved on
Guys! ABNB Earnings are Today! How are we gonna get a 5-bagger?
Earnings Plays for the Week of 5-8-2023
2023-05-04 Wrinkle Brain Plays - In the style of Austin Powers
2023-04-24 Wrinkle Brain Plays - In the style of UwU
2023-04-05 Wrinkle Brain Plays - In the style of a Marine Drill Instructor
2023-03-20 Wrinkle-brain Plays (Mathematically derived options plays)
Basket of 28 public Silicon Valley Bank customers with +500m market cap and their performance for today
The 5 Best Stock Trade Ideas for this Week
Lets bring this back. What are your top 5 long term stocks?
Tell me that you own ABNB without telling me that you own ABNB
Option Traders in Major Tickers - Hope this Helps!
What is your single best options play for the week among: TSLA, ABNB, NVDA, PLTR, NFLIX?
2023-02-13 Wrinkle-brain Plays (Mathematically derived options plays)
2023-01-17 Wrinkle-brain Plays (Mathematically derived options plays)
Mentions
holy shit Cloudflare and ABNB saved the market
ABNB earnings call honestly sounds like AI. CEO has a doctorate in waffling.
ABNB needs a $12 bill stock buyback to support their shares so executives can keep selling their options into it. LOL
ohhh, snooping. I mean, you can look at the AH screen for FROG, NET, IREN, ABNB, and more...but whatev doltie
It quite literally is. Lol. ABNB, FROG, NET, IREN, IONQ, MP
ABNB about to save the market
I want my 20 dollars back from ABNB lotto puts
# Oh fuck off ABNB how is this dumpster of a fire stock up after earnings
Can ABNB save the market?
feeling bullish on ABNB earnings coming up here this afternoon
ABNB and NET earnings...got my crack pipe redy and slippers on
Thinking about shorting ABNB, their PR has been shit lately
Gents, ABNB puts/calls?
why is no one shorting ABNB. they will go bankrupt when recession hits
The fact ABNB is still in the triple digits is fucking insane. Who still books Airbnb over hotels?
Guh... alright folks, have a good weekend. HTZ and ABNB is the only thing keeping me alive rn sigh
plague and race war in europe probably is bearish for ABNB. but you never know
Is ABNB ever going to stop sucking wind? Gave back the entire move from earnings....
Grabbed ABNB $105P June 2027 back in August. Feels good
One thing worth checking before you post a portfolio for a rating: count your distinct names, not your line items. Our paper desk runs a few dozen strategies that do not talk to each other, and going into the weekend it is showing eighty six open positions across only fifty two tickers. Five separate strategies had independently bought ABNB, and another five were all sitting in UNH. None of them knew about the others. They screen on similar things, so they land on the same names in the same week. By line count it looked spread out, and it really was not, paper or otherwise. The useful number when someone rates your portfolio is how many of your holdings would move together on one piece of news.
If we can get ABNB in the $150’s I’ll cum.
whats the deal with ABNB, everybody complains about them but they make decent money
Nobody on the road for the holiday weekend. Gas at $5 with stations expecting to sell 20 - 30% less than they normally do. Hotels and restaurants offering gas vouchers. Q3 reporting is gonna be lumpy after. ABNB, budget hotels and fast casual eat shit. Streaming and gambling crush?
What do y’all think about $ABNB? 🤔
$ABNB literally said in the last earnings report they are seeing ai benefit to earnings
In austin people buy used RVs, fix up interior, put ac unit on it, and park on side of how to rent or ABNB.
can someone tell me how in a dead housing market that POS ABNB is almosst at ATH?
If you own the ground the sell side is still there but finding undervalued parcels to buy is much more difficult. You almost have to find land before they decide to talk to a realtor/broker. Once it's listed, they will squeeze the margin out of it. The flood of people buying homes just to turn them into ABNB cash flow really affected the area we are in also. Lots of communitues are cracking down on that now.
ALL IN FULL POORT ABNB Safe \`Haven
I’m thinking about flying out to Iran and booking an ABNB walking distance from the Strait for the weekend to see what’s really happening out there
Who wants to load up puts on $ABNB, gotta justify those earning highs
That would be one hell of a breakout. Kinda ABNB level.
Pivot to ABNB for dumpsters
ABNB pls stop going up so I don’t panic sell my puts
Wait, so ABNB is now offering hotels? Great, does that mean I'll have to pay a $200 cleaning fee, and still be required to clean my hotel room before I checkout?
PLTR, MSFT, AMZN, ABNB, probably more
Hey fellas let me tell you the play. Buy puts on ABNB one month out. It has always drop at least 10% within a month of pump
Hi! I'm a beginner and looking for some advice on the ABNB stock. I've had it for awhile and it's not been very strong. Due to the recent earnings and news on their AI investments, the stock has risen a decent bit. Is it time to sell? Or should I keep holding in hopes that it'll continue to rise, versus it not being worth the risk at all to hold.
Who the fuck is buying ABNB?
ABNB changed to AI or what?
Time to short ABNB. It has entered into overbought territory and never been this highs since 2021
Is it now time to short ABNB?
ABNB June 2027 $100P. That shit gonna be a dumpster fire.
Two green days in a row and suddenly everyone's an ABNB analyst. Enjoy it before earnings reminds you who's boss.
Time to short ABNB? Every cities I've been to are trying to ban it or regulate it.
Just saw a Youtube video the other day showing vids of people complaining about ABNB and how it's barely even cheaper and you have to do chores and how they're going back to hotels. Today ABNB jumps 17%. Should've known.
Shorting ABNB via Call Spread
ABNB a decent put candidate. Little too much.
ABNB moving like there is going to be a FIFA World Cup every quarter
Took a fat L on my ABNB calls but it could have been much worse if I didn’t immediately sell at open holy fuck
You had a chance to load TEAM NET or ABNB and this sub in here chasing penny stock HTZ. Classic.
Holy my ABNB calls are going to print
ABNB was a dead easy bet and I didn't make it
Knew ABNB was going up cuz of how much EXPE mooned
Hope my ABNB lotto puts print today
ABNB Puts, DKNG Calls, and WEN calls for the memes. **Send it**
How we feeling about ABNB earnings? Beat and dump like everything else?
Selling calls on ABNB. This shit never pops + does anybody still use this?
It’s crazy how ABNB has done nothing for like 5 years. Might sell some calls on it
Just need ABNB to go 165... And I guess I will take a month break from this shit.
ABNB is about to break out and moon 🥂
Me too, I added ABNB to my TSLA, SPCX and NVDA positions.
If everyone here could buy 25 shares of ABNB today that would be very cool Thank you for your attention to this matter
Tbf nothing ABNB does or has ever done is as cool/hype as SPCX so thats not surprising to me. I do think this is like weird af though. People in the video acting like they just brought back a rocket that landed on the moon lol.
It was ABNB, DASH, and SNOW at once. All pretty big ipo's. Don't think the 3 combined were as big as SpaceX though
ABNB was not hyped to this level.
ABNB was a big deal. The IPOs during covid have set the stage for what you see now.
Fidelity is the right answer. Very low fees and extremely easy to use and data-rich brokerage platform. I keep a small account with E*Trade and have used Schwab and the advantages of Fidelity are very clear. I have more than 30 years experience with Fidelity and have used them for many many accounts: brokerage, IRA, Roth IRA, child accounts, margin, lines of credit and others, and I pay virtually zero dollars in fees to them. Once you get over a certain threshold you have access to IPO allocations and I’ve successfully participated in hot IPOs like ARM, UBER, and ABNB over the years. I don’t really know how they make money off of me, and I manage more than $5M in assets through Fidelity. Very quickly: on E*Trade, they charge a lot for transactions, both buy and sell (while Fidelity charges me nothing) and the interface for trading and portfolio tracking are pretty poor. The one reason I keep the account is that they give access to MorganStanley analyst reports which is really sweet. As for Schwab, totally avoid it. Schwab makes money off you by automatically putting your cash into a sweep account that pays 0.3% interest which for the unwary is a really drain on your cash earnings. And to get it into an interest bearing money market they make you go through a two step process that takes 1-2 business days. Imagine the pain in the ass it is to jump thru these hoops every time you want to do a stock trade or a withdrawal. In contrast Fidelity will sweep cash directly to a money market that pays 3.5% currently and you can directly trade or withdraw real time from that money market. Don’t be suckered by Schwab.
Recent 8,2% on 4.8M shares with no major news is not something I ignore. This looks more like positioning than retail chasing. The stock has activist involvement, TheFork optionality, Viator value, and still meaningful short interest. A move above $12 is interesting, but $13-$14 is the real trigger zone. If buyers keep showing up there, $15 could come quickly.If the market starts valuing Viator more like the growth assets inside $BKNG, $ABNB, or $EXPE, today's price may look very cheap in hindsight. That's where short covering and gamma effects can start feeding on each other. Not calling it a squeeze yet, but this is exactly how many squeezes begin: volume first, narrative later.
I remember the same threads saying to go after ABB when ABNB went public. How did that work out?!!!
Buy ABNB matching hotel price
i can't even be bothered to check his numbers AirBNB is *down* 5% over time, was a terrible IPO buy, and is *not* at "~$171", it's at $132.. In fact, ABNB hasn't had a stock value over $170 in at least 3 years that was one random sample, this is AI hogwash
I'm sure some analysts have caught this. The thing is it never makes the headline. Every ABNB pitch I've seen leads with bookings and growth. The rate sensitivity detail is buried. That gap between what's actually in the filing and what people are talking about is the whole point of the post.
Not every post needs a trade attached to it. Sometimes just understanding how a business actually makes money is the point. Most people own ABNB or have used it without ever knowing this mechanic exists. That feels worth surfacing even if you don't do anything with it.
If you've read through their IPO "qualifications" and "criteria" it's more than just about account value and fees. More specifically they want long term share holders, and not flippers, to purchase the IPO shares; and this is all outlined in the documentation. They even state if you were to flip an IPO allocation, it could prohibit you from future allocations. Since you are trading a bunch on margin, surely you are flipping shares often and don't meet the criteria they are looking for (no offense on what you do). I'm a long term share holder - some shares are more than 15 years - and most are 7-8+ years. I'd say I get about 40-50% of the "hot" IPO's allocated. Of course what's "hot" is very subjective. But if you're only applying only for the hottest of the hot, such as the likes of ABNB SNOW ALAB CBRS; you're probably going to be left out more often than not because it's over subscribed. It's like putting your name in for a FIFA World Cup ticket and there is one ticket avaiable for every 20k entries.
The probability says there is a higher chance of a fed hike than a fed cut. That would imply more upside for ABNB
That’s a good thought. I remember hearing the Starbucks is a Bank argument years ago, but looking now they have $429 in net interest expense last year. Interest income isn’t included in operating income. Operating income is Revenue - Cost of Revenue - Operating Expenses (Research and Development + Selling General and Administrative + Depreciation and Amortization). After you subtract Depreciation and Amortization you get EBIT (Earnings before interest and taxes) which is operating profit, subtract interest and taxes to get net profit. I haven’t looked at their 10k like you have, but looking at the income statement their flat operating income is due to gross profit increasing by $931M (10%), but their R&D increasing by $298M (14%), G&A increasing by $157M (13%), Sales and Marketing increasing by $440M (20%). Other operating expenses also increased by $45M (3%). I don’t think that just because both companies collect interest income makes ABNB PYPL, but it’s interesting that PayPal is in the banking business and ABNB makes more interest income in raw number form and relative to Revenue/Net Income. I don’t think interest income is material to ABNB’s business, even without it they have a 21% operating profit margin. Interest is a nice bonus that they are able to take advantage of by nature of their business. The amount they collect in interest income is essentially enough to offset their taxes allowing net income to be very similar to operating income. I don’t own ABNB but I don’t have an issue with the operating income not growing because it looks like it’s largely due to sales and advertising growth which is reflected in revenue growing and can be tuned down when the company chooses.
Fair pushback but I think it dodges the magnitude question. Lots of companies earn interest on cash, like Apple and Google, but none of their interest income exceeds 10%; most are even lower than 5%. Airbnb's is 32%. So the order of magnitude is different. And the bank analogy actually argues against your read. Banks DO earn float-style income from settlement timing, and the market prices them at low single-digit to low-double-digit P/Es specifically BECAUSE that income is rate-sensitive and the market knows it. If ABNB were valued like a bank with a marketplace bolted on, the multiple would be way lower than the 30x it trades at today. The "value-maximizing" framing also assumes rates stay where they are. They're not. Airbnb's interest income dropped $113M last year while operating income went flat. Anyone valuing ABNB on next year's earnings is buying a number that's going to keep shrinking as the Fed cuts further, and the marketplace isn't growing fast enough to fill the gap.
Good question on Services, and honestly I didn't dig into it. So this is reasoning, not a 10-K read. Same mechanic should apply: guest pays at booking, provider gets paid after. But lead times are way shorter and tickets are smaller. A private chef booked for next weekend gives them maybe 5 days of float on $200. A 3-bedroom in Paris booked six months out gives them 180 days on $3,000. The dollar contribution to interest income isn't comparable. It's probably a few hundred million of additional float at peak. So I think services is a take rate story, not a float expansion story. If I'm wrong, you'd see them start disclosing Services lead times and ARPU separately. They haven't. There's a whole category of companies whose reported tech margins are partly financial exposure nobody's modeling. ABNB is the latest version. BTC-treasury companies are an extreme version where the financial exposure isn't even an interest-rate trade, it's pure crypto beta wearing a software wrapper.
Hah! Good sleuthing my dude. Words and facts to back up the hesitancy I've always felt investing in ABNB. I do wonder about their services business. It's easy to envision them holding funds for months on bookings, but does their growing service business afford them the same, or do services tend to be booked more on-demand? Not that you know from digging into 10-k's, but all the same, a good question.
ABNB is absolutely ripping. Buy buy buy calls folks
I'm a bit late but ABNB earnings: - EPS: $0.26, est: $0.31 - Revenue: $2.67 billion, est: $2.62 billion $OPEN earnings: - EPS: -$0.18, est: -$0.10 - Revenue: $720 million, est: $667 million $COIN earnings: - EPS: -$1.49, est: $0.04 - Revenue: $1.41 billion, est: $1.48 billion
Is anyone trading ABNB? It’s not listed here, but they are reporting today AH.
The thing with retail is that the majority don’t know what valuations actually mean. Look at ABNB, profitable company but ipo’d way too high and now five years later despite growing still trades around the ipo price. Smart money loves to use retail for exit liquidity, especially the indexers now that they can get fast tracked
Am I about to finally get rid of my $ABNB bags after 3+ years
VM, give the long term bull and bear thesis for ABNB
My ABNB puts are still alive.