ABNB

Tittytickler

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.

EvidenceMiserable671

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

HmoobRanzo

ABNB never heard of it. lol

Fkuredditard

ABNB was not hyped to this level.

Excellent_Wolf2239

ABNB was a big deal. The IPOs during covid have set the stage for what you see now.

doughboy_491

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.

nickdu2206

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.

JessiFavs

I remember the same threads saying to go after ABB when ABNB went public. How did that work out?!!!

WiseIndustry2895

Buy ABNB matching hotel price

RedditExecutiveAdmin

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

Latter_Feed5932

Puts on ABNB

footnotebrief

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.

footnotebrief

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.

greenpride32

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.

MarthaJulietta

The probability says there is a higher chance of a fed hike than a fed cut. That would imply more upside for ABNB

Dstein99

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.

footnotebrief

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.

footnotebrief

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.

Heavy_Discussion3518

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.

grantern2

ABNB is absolutely ripping. Buy buy buy calls folks

grantern2

I need ABNB to 165

Ok_Cry7572

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

Sixgoldenrings

Is anyone trading ABNB? It’s not listed here, but they are reporting today AH.

grantern2

Buy ABNB

LobyLow

VM thoughts on ABNB

notic

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

aniote

Am I about to finally get rid of my $ABNB bags after 3+ years

NotRllytho

VM, give the long term bull and bear thesis for ABNB

Cutlercares

My ABNB puts are still alive.

AirportMaterial5917

What the f are these tickers AA AB ABNB ABTC ACET ACH

iShitBloodandCumShit

Anheuser Bush, Airbnb, American Airlines. The rest I’m clueless on. But I’m also 100% guessing on AB and ABNB.

grantern2

If ABNB continues to go up I may be able to unload my bags from 2021 at break even finally

grantern2

Of course my largest positions, ABNB PYPL PATH and not pumping along with the rest of tech. This shit makes me want to KMS

BenisSpaghetti

This is the MODERN economy. That bed post was part of the ABNB agreement and there was no stipulation as to THE NUMBER of people it could enter.

Prestigious-Fix8154

If you're buying ABNB I hope your GPS stops working

Warm_Implement3088

You know what doesn't make sense. Why is ABNB so resilient?

Joint-Spur80501

Seriously, though, this is when I just keep DCAing into stuff I actually like... Thinking about adding to my ABNB position. Anyone else?

Joint-Spur80501

lol, I'm just gonna keep DCAing into my Roth. Maybe this dip will finally let me snag some shares of ABNB at a decent price...

Rare-ish_Birb

You could get them there in 16 hours, but they wouldn't have a place to stay and the ABNB are full of refugees.

Green-Survey9189

The paragraph about 2021 sums up my thoughts about buying any of these things as a retail investor. The hype around ABNB was crazy. I ended up getting a hard lesson- the IPO is when the private markets cash in, NOT when retail investors get their chance to build wealth. You're better off throwing the money into an index since you'll be getting a piece of the worthwhile ones anyways.

nickdu2206

$TRIP – Why a Starboard win could quickly change the stock price One underrated catalyst for Tripadvisor is the activist campaign of Starboard Value, which owns \~9% of the company….and they are still buying more. In most proxy battles, activists don’t need 50% of the company. Since many small investors and passive funds don’t vote or listen to ISS or Glass Lewis, \~35–40% of the vote is often enough to win a board seat. This makes the math interesting and one of the very interesting stories we’ll see unfold very soon… Large passive holders like BlackRock, Vanguard, and State Street collectively own around 30%+ of the stock and often support management changes when results are weak. If Starboard secures the support of several active institutions in addition to its own \~9% stake, reaching the required voting threshold is realistic. Here’s why a Starboard win is a very likely scenario: 1. The company has been underperforming its peers for years 2. The valuation discount is extreme 3. Passive funds often side with activists in these situations. If Starboard gains board influence, the market will likely quickly begin pricing in strategic alternatives: spinning off Viator, selling TheFork, or selling the company outright. All options will shake up TRIP’s price The potential buyers are obvious given the industry dynamics BKNG, ABNB, EXPE…you name it! All three are aggressively investing in tours and activities, and Viator is already one of the largest global experience marketplaces with tens of thousands of contracted experiences and partners. Even with very conservative assumptions, the valuation gap looks large: Viator: \~$200m EBITDA × 15×= \~$3bn TheFork: \~$65m EBITDA × 10× =\~$650m Tripadvisor Core: \~$250m EBITDA × 4× =\~$1bn This implies a conservative SOTP of around $4.5–5bn. With approximately \~118 million shares outstanding, this translates to around $38–42 per share, compared to the current stock price of \~$10–12. Given that the company is currently trading at a market cap of around $1.3 billion, the stock seems to factor in a lot of pessimism about the underlying business while giving Viator little credit.

nickdu2206

$TRIP – Why a Starboard win could quickly change the stock price One underrated catalyst for Tripadvisor is the activist campaign of Starboard Value, which owns \~9% of the company….and they are still buying more. In most proxy battles, activists don’t need 50% of the company. Since many small investors and passive funds don’t vote or listen to ISS or Glass Lewis, \~35–40% of the vote is often enough to win a board seat. This makes the math interesting and one of the very interesting stories we’ll see unfold very soon… Large passive holders like BlackRock, Vanguard, and State Street collectively own around 30%+ of the stock and often support management changes when results are weak. If Starboard secures the support of several active institutions in addition to its own \~9% stake, reaching the required voting threshold is realistic. Here’s why a Starboard win is a very likely scenario: 1. The company has been underperforming its peers for years 2. The valuation discount is extreme 3. Passive funds often side with activists in these situations. If Starboard gains board influence, the market will likely quickly begin pricing in strategic alternatives: spinning off Viator, selling TheFork, or selling the company outright. All options will shake up TRIP’s price The potential buyers are obvious given the industry dynamics BKNG, ABNB, EXPE…you name it! All three are aggressively investing in tours and activities, and Viator is already one of the largest global experience marketplaces with tens of thousands of contracted experiences and partners. Even with very conservative assumptions, the valuation gap looks large: Viator: \~$200m EBITDA × 15×= \~$3bn TheFork: \~$65m EBITDA × 10× =\~$650m Tripadvisor Core: \~$250m EBITDA × 4× =\~$1bn This implies a conservative SOTP of around $4.5–5bn. With approximately \~118 million shares outstanding, this translates to around $38–42 per share, compared to the current stock price of \~$10–12. Given that the company is currently trading at a market cap of around $1.3 billion, the stock seems to factor in a lot of pessimism about the underlying business while giving Viator little credit.

MoaiTrist

Short ABNB.

Ok_Ambassador_4311

Still holding CVX and ABNB calls

JeremyLinForever

If you’re an ABNB host, you’re not a landlord. You’re just arbitraging rent with the exception of the two properties you actually own. Sorry to burst your bubble but you don’t own anything except mostly paper fiat.

isospeedrix

ABNB up EXPE down is kinda amusing

SheBenOnMyJohnson

My ABNB calls are gonna get theta fucked into oblivion

SheBenOnMyJohnson

My ABNB calls are gonna get theta fucked into oblivion

bearhunter429

#ABNB barely green. Surely to red by open. LMAO🤌🦜

Powerful_Set_9438

Wtf $ABNB

bearhunter429

>Airbnb (ABNB): Q4 GAAP EPS of $0.56 misses by $0.10. #Bankrupt LMAO🤌

Critical-Passion5283

goddamnit i shoulda got those ABNB puts

Captain_Lameson

Are ABNB puts too obvious?

Due_Assistant_474

Mrna calls Expe puts Amat puts Vrtx puts Might do ABNB puts ( I wanna see it pump till close ) Dxcm calls Cart calls

cryptohamster60

This chart is missing AirBNB ($ABNB) which reports tomorrow at market close.

Ok-Moose-6306

I made a \*lot\* of money today on $DIOD and $TDC. I put 10% into 1DTE options on FSLY and 5% into options on LEG and LPTH. LPTH and LEG look like losers. FSLY will make me a pretty penny tomorrow. I am eying 1DTE OTM options on BROS, ABNB, CAE and ANET tomorrow. Whatever I can get for less than $50 each. 80% of my portfolio is cash.

SheBenOnMyJohnson

ABNB straddle???

SheBenOnMyJohnson

Thinking ABNB calls because MAR printed

SheBenOnMyJohnson

ABNB earnings 2/12 after hours with an Implied move it 8.7% might grabs some puts

Xzlk

Feel like World Cup is nowhere near priced into ABNB but I’m not sure anyone cares

Green-Survey9189

Airbnb (ABNB if you hate yourself and want to buy). Complete heist job by private capital. I’m never “getting in” on an IPO again.

automaticman89

What just happened to ABNB?? 📉

Ok_Ambassador_4311

I need to sell ABNB this week find a new stock

grantern2

Pls ABNB. I want to get rid of these bags I’ve been holding for years at break even. I just want my money back

Ok_Ambassador_4311

ABNB, CVX calls this week

Ok_Ambassador_4311

ABNB, CVX get ya calls here

Happy_Discussion_536

So ABNB now every guest has to make their own account? Do they not know getting a lot of retarded family and friends in one place is like herding stray cats? Puts.

Ok_Ambassador_4311

ABNB calls at open

BenevolentHoney

ABNB

grantern2

I’ve also been holding PYPL and ABNB since 2021. Roughly 40k in unrealized losses I’m still sitting on. Seeing that number ever day legitimately makes me depressed

cscrignaro

I've never heard of Digg. Unclear what your AI comment was about. They said the same thing about TSLA and competition coming, ABNB, UBER, MSFT, AAPL, all had "competition coming" and still persevered. Competition is good for markets, it forces said market and companies in them to continuously improve or die. If Digg is a competitor for RDDT and it does take off losing RDDT market share then it would need to reflect in their annual and quarterly statements for the stock to crumble. Until then it still has a buy rating from me.

OdoBenSisko

I sold out on the last pop. Kaz vision is for ABNB style buyer/seller direct marketplace, cutting the agents out. But they will be saddled with inventory during a housing price decline squeezing profits while they build it. That seems pretty high degree of difficulty.

Fun-Valuable-7355

ABNB, 170c, 6months out

SatisfactionNo2975

ABNB, it prints crash and grows fine. People like to hate the product, when they aren’t using it, but I figure it’s only a matter of time.

callsonreddit

These stocks have good momentum recently. Lmk which may continue it's run up or if should be avoided * TPR * ANF * C * BCS * ABNB

Away-Acanthisitta323

ABNB, i think 2026 is the year for abnb international expansion. and it break out from the base. that is my dd

Fun-Valuable-7355

Anyone have a thesis about ABNB? Wanna buy

Fun-Valuable-7355

I’m going to rotate out of silver into ABNB

automaticman89

Won't explain the thesis on any of these, but here's my list... UBER CRCL EVGO KRMN ABNB

CarbonGTI_Mk7

CRCL. Made $34k in 4 days. SAIA $15k ytd. Buy and sell. Anything under $280 is a buy. ABNB $10k ytd. $115 is my buy point. Gets up to $130's then I sell. Wait till it drops to $115 again. Last but not the least RDDT. Buy and sell like clockwork.

ThinkingOfTheOldDays

ABNB continues to rocket, and is my go to read on "real economic conditions"

ThinkingOfTheOldDays

ABNB is green. none of this is about economic conditions.

AndreLinoge55

Wtf is that claw in the reflection next to HSY and ABNB??

ThinkingOfTheOldDays

ABNB is green. Risk on.

ThinkingOfTheOldDays

ABNB is red. It's my tell on zee market.

1_funrun_2_many

Coursera (COUR) - growing new registered learners and revenue at double digits through AI-accelerated learning demand and a massive pivot toward enterprise upskilling budgets. It will look historically mispriced at $1.3b. AirBnB (ABNB) - A bit on the nose at the moment - but just quietly pumping out $1b a quarter in free cash flow. Voting machine, weighing machine etc etc.

mehmilani

I got puts on NVDA and ABNB for some reason. Both played out okay this past two days. Expires a month out.

ceohector

I think the play is somewhere else though. Been watching TRIP for sometime in its "sideways action" and something is up. [Starboard is in at \~9% in Q2 2025](https://www.dowjones.com/business-intelligence/resources/hidden-assets/col/hidden/market-moving-news-activist-starboard-value-builds-over-9-stake-in-tripadvisor). Tripadvisor is slowly becoming the "Google" front page of Travel and the AI travel prompt of Web 3.0. [Check your ChatGPT Apps and Connectors](https://chatgpt.com/#settings/Connectors) list and see for yourself. But Here is the real reason why I think this is happening. **TRIP - MAU \~400 million monthly active.** Cash - $1.2b Debt - $1.2b Apples to Apples. // **ABNB – MAU \~200 million monthly active.** Cash - $11b Debt - $2b Apples to Oranges. A $3b acquistion of this puppy would be an easy peasy pickup to create a new kind of Advising travel conglomerate. After all, that's what they both do anyway. Give advice to people on where to go, do and stay. Don't delay and thank me later. :)

ceohector

I think the play is somewhere else though. Been watching TRIP for sometime in its "sideways action" and something is up. [Starboard is in at \~9% in Q2 2025](https://www.dowjones.com/business-intelligence/resources/hidden-assets/col/hidden/market-moving-news-activist-starboard-value-builds-over-9-stake-in-tripadvisor). Tripadvisor is slowly becoming the "Google" front page of Travel and the AI travel prompt of Web 3.0. [Check your ChatGPT Apps and Connectors](https://chatgpt.com/#settings/Connectors) list and see for yourself. But Here is the real reason why I think this is happening. **TRIP - MAU \~400 million monthly active.** Cash - $1.2b Debt - $1.2b Apples to Apples. // **ABNB – MAU \~200 million monthly active.** Cash - $11b Debt - $2b Apples to Oranges. A $3b acquistion of this puppy would be an easy peasy pickup to create a new kind of Advising travel conglomerate. After all, that's what they both do anyway. Give advice to people on where to go, do and stay. Don't delay and thank me later. :)

Xzlk

How has Uber or ABNB not gotten into the full service travel game yet? As a young regard, I’d love to just book everything through one of these apps, but instead I’m getting hosed on Google flights, then fucked sideways by Expedia, and then cancelled on by Delta, arriving in the place and have no reservations for the museum I wanted to see. Fucking shit show.

TemporaryPension3181

i entered these positions before the drops. that being said, i dont do any research these are stocks i hold tho besides ABNB

TemporaryPension3181

ABNB went up 5% after earnings. i didn’t want it to do that but at least it dropped right back down

LoveNewton_Nibbler

panic sold my ABNB puts -30% so naturally its going to tank the rest of the day

LobyLow

I only got wrong ABNB this week and it wiped some of the gains. Should I cut my losses or wait for them to come back down? Moves this week: - short ETSY - short CVNA - short AMZN - short RDDT

aftherith

ABNB will probably leak this whole pop overnight, but if not puts at open.

Pereise1

LOL ABNB CEO mentioned that they're now implementing AI into the app, let the pump commence

Capnemug

Why is ABNB up?

TempestDrive

Fuck this, I bought ABNB puts & DKNG calls. Market is rigged

isospeedrix

ABNB and EXPE saved the market

oldbeancam

-Be Me -Puts on ABNB -Missed EPS, but slight increase in profits -Stock rises 6 dollars