Answers from Airbnb, Questions for Upstart

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 15 February 2023

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

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Summary

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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	AirBnB and Upstart are soaring after earnings.
0:08.4	We dig into the details.
0:10.0	Motley Fool Money starts now.
0:12.4	I'm Dylan Lewis sitting in for Chris Hill and I'm joined by my main man for all things
0:19.4	tech, Tim Byers.
0:20.4	Tim, how's it going?
0:22.4	Fully caffeinated, ready to go, Dylan.
0:24.9	Love it and you need that energy because we had a lot of earnings release come out this
0:29.4	week.
0:30.4	Yes, we did.
0:31.4	We're going to be spending our time with two that I think are particularly interesting
0:36.0	for the Fool audience.
0:37.8	That's AirBnB and Upstart, some names that come up often in the Fool universe, some
0:43.1	names that have become household names, really.
0:46.5	On the street and among retail investors, Tim, let's kick off with AirBnB.
0:52.0	I looked at the numbers, just the headline numbers, and this looked like an incredibly
0:56.5	impressive quarter.
0:58.8	Long top and bottom line growth, earnings per share, 48 cents, nearly double estimates
1:03.4	from analysts.
1:04.7	The top line came in at 1.9 billion in sales.
1:08.9	Am I wrong in reading this as an incredibly strong quarter for the company?
1:11.6	No, it was great quarter, Dylan.
	...

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