Klaus Vedfelt Just three months ago in early May of this year, Airbnb, Inc. (NASDAQ:ABNB) shares fell sharply following the release of Q1 2024 results. For many investors, this seemed like a good time to buy the dip and increase exposure to what seemed to be an attractive long-term growth story. To more prudent investors, however, the first quarter was a major red flag and even though the stock fell sharply following the report, it was clear that rushing to buy the stock was highly likely to be a mistak ...

文章核心观点 - 标普500指数涵盖了500家大型公司,为投资者提供了多个行业的广泛投资机会 [1] - 长期投资者获得了良好的回报,但标普500指数中仍有大量个股表现不佳 [2] - 投资标普500指数中表现较差的个股会导致亏损,错过了一些表现出色的公司 [3] 行业和公司总结 Nike (NKE) - 过去5年股价下跌9%,今年迄今下跌30%,正在失去市场份额 [5] - 收入连续几个季度基本持平或下降,第四财季收入同比下降2% [6] - 北美和欧洲销售下降,中国销售增长3%,但未来可能会被中国品牌进一步挤压 [7] Disney (DIS) - 过去5年股价下跌37%,近10年基本持平,公司策略缺乏创新 [9] - 第三财季收入同比增长4%,但迪士尼乐园业务增长放缓,游客价格敏感度提高 [10][11] Airbnb (ABNB) - 今年迄今股价下跌14%,旅游需求放缓,价格上涨导致部分客户转向酒店 [13][14] - 第二季度收入同比增长11%,但净利润同比下降15%,未来增长可能进一步放缓 [14][15]

Wall Street loves to complicate situations and throw in a lot of lingo, which is just what happened last week when the S&P 500 sold off and carried down many other stock market indexes across the globe. The response to this price action? The so-called “Carry Trade” between the United States Dollar and the Japanese Yen is what investors have used as a soundbite to repeat when asked about the stock market lately.It’s more complicated than that, and it has everything to do with where the Federal Reserve (the F ...

Klaus Vedfelt Investment Thesis Airbnb (NASDAQ:NASDAQ:ABNB) saw its stock plummet by over 13% following mixed 2Q FY2024 earnings results and a disappointing 3Q revenue outlook. The company reported a slowdown in bookings growth due to a weakening consumer spending environment, coinciding with higher unemployment rates and lower PMI data, which triggered a significant broad-based market selloff. In my last coverage (buy rating) I highlighted that ABNB operates a cyclical business. The growth slowdown can ...

文章核心观点 - Airbnb是短期住宿行业的颠覆者,但股价近期大跌,主要原因是公司业绩增速放缓,面临监管、竞争等风险 [2][3][4] - 公司第二季度收入增长11%,但增速为近两年来最慢,利润也有所下降 [5][6] - 公司预计第三季度收入增长8%-10%,低于市场预期,EBITDA也将持平,主要受到营销投资的影响 [8] 行业和公司总结 - 短期住宿行业正在经历需求放缓,预订时间缩短等趋势,美国市场需求也有所下降 [7] - 尽管面临挑战,但Airbnb仍有巨大的市场增长空间,未来将拓展长期住宿、客户服务等新业务 [11][12][13] - 目前Airbnb股价处于合理水平,市盈率和自由现金流估值较低,是不错的投资机会 [9][10][14]

Both recently made acquisitions that should serve them well in the long run.There are all sorts of short-lived trends that make some companies money but turn out to be fads that aren't worth investors' hard-earned money, at least not those with a long-term mindset. Corporations that can deliver strong returns over the long run tend to be leaders in industries that won't decline in prominence or disappear anytime soon. That describes Fiverr (FVRR 1.12%) and Airbnb (ABNB 0.38%) well. Though these two stocks h ...

Recent volatility in the stock markets has allowed investors to buy discounted quality stocks you couldn’t find earlier in 2024. For example, the S&P 500 lost 8.5% from its 52-week high of 5,669.67 in mid-July to its Aug. 5 closing price of 5,186.33. That’s an average of 0.60% per day over the 14 days.   I saw an article from late July about Alphabet (NASDAQ:GOOG, GOOGL) stock falling 5% in a day. The article tried to explain why the stock fell. The reality is that the recent market correction has made even ...

文章核心观点 - 该文章主要介绍了Airbnb公司的最新发展情况[1] - 文章分析了Airbnb在疫情期间的表现以及未来的发展前景[1] 公司概况 - Airbnb是一家在线短租平台公司,为用户提供短期住宿服务[1] - 公司成立于2008年,总部位于美国加州[1] - Airbnb在全球拥有超过600万个房源,覆盖全球220多个国家和地区[1] 疫情期间的表现 - 2020年疫情期间,Airbnb的营收大幅下滑,同比下降32%至33.9亿美元[1] - 但公司在2021年呈现强劲反弹,全年营收达55.8亿美元,同比增长77%[1] - 2022年第一季度,Airbnb的营收达17.1亿美元,同比增长70%[1] 未来发展前景 - 随着疫情逐步缓解,Airbnb预计未来将继续保持良好的增长势头[1] - 公司正在加大对国际市场的投入,以进一步拓展业务版图[1] - Airbnb还将持续优化产品和服务,提升用户体验,增强市场竞争力[1]

The trade in technology stocks is getting more difficult. The mega-cap tech names known collectively as the “Magnificent Seven” lost a combined $1 trillion of value amid the global market rout that occurred on August 5. Chipmaker Nvidia (NASDAQ:NVDA) lost $168 billion in market capitalization as its stock fell 6.4%, while Apple (NASDAQ:AAPL) and Amazon (NASDAQ:AMZN) ended down 4.8% and 4.1% respectively on the day. As you can see, market volatility is impacting even the biggest names, helping identify the t ...

After enduring a long period of high inflation and elevated interest rates, many U.S. consumers are feeling some pain, multiple data points strongly suggest. According to Axios, credit card delinquency rates rose 1.8 percentage points versus this time last year to 7.2%, and 8% of auto loans were delinquent at the end of Q2, representing a year-over-year increase of 0.7 percentage points. Both metrics reached their highest level since the pandemic. Moreover, the unemployment rate increased to 4.3% in July ve ...