Tech: Air B and Buy?
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 20 November 2020
⏱️ 38 minutes
🧾️ Download transcript
Summary
Any time a unicorn files to go public, the market takes notice.
Earlier this year, Airbnb filed paperwork to go public, and earlier this week, the public got their first look at the rental marketplace company’s financials.
We break down what we know about Airbnb’s business and how the company could be a huge gig economy winner.
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Transcript
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| 0:00.0 | Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day. |
| 0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seidful. I'm |
| 0:14.7 | Dylan Lewis. And today we're talking financials. Today we're talking |
| 0:18.2 | consumer goods. Wild-Carp! Wednesday. And we're talking energy. And today we're talking tech. Let's dive in. |
| 0:27.3 | It's Friday November 13th and we're talking about AirB&B. |
| 0:30.9 | I'm your host to Lewis and I'm joined by Fool.com's Jason Hall. |
| 0:35.0 | Jason how you doing? |
| 0:36.0 | Fantastic. This is going to be a fun one. It's funny right? There's there's how many of |
| 0:40.9 | your of your industry- focused colleagues and you got into just almost I mean I think if if you guys were in the office there actually might have been fisticuffs over this one? |
| 0:51.0 | You know to let people in a little bit behind the scenes. Yeah, there was some active slacks going back and forth about exactly where this one falls. You know, it's a tech company. They operate in the consumer good space. I could see a lot of different |
| 1:05.5 | claims being laid to this one. What I will say, Jason, is I know Emily Flippin was pretty |
| 1:10.3 | into covering this one. When the news hit hit I happen to be in a position to |
| 1:13.9 | talk about it but I'll throw out there she talked door dash which I would argue could be |
| 1:19.1 | a tech company with me with me actually yeah yeah you're you're the neutral party here. |
| 1:24.0 | Everyone else is trying to lay claim to things and you're just like if you want to talk about it, I'm happy to talk about it with you. |
| 1:29.0 | I'm just, I'm just soaking up all the goodness here and it's so unfair but I am I'm gonna roll with it. |
| 1:35.5 | Yeah, you know Jason we do S1 shows all the time and I think they're fun in general because it's a first look at a business |
| 1:42.4 | we really get to dive into |
| 1:44.2 | everything that they're disclosing and that's fantastic but it's particularly fun |
| 1:48.2 | for a company that we know so well and in my case I've used plenty so I think probably most of our audience is |
| 1:56.1 | going to be familiar with Airbnb but we should do a quick little rundown on |
| 1:59.1 | the who they are and what they do for folks that are unfamiliar it is an online vacation |
... |
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