The Compound 对 $ABNB 的判断变化

2026-09-25看涨
《People Hate These 5 Stocks But They'll Be Wrong | TCAF 261》
将ABNB归类为自动化输家是错误的,它是一家备受推崇的公司,也是不错的买入标的。

所以,Jonathan,对于像你这样的人来说,当你看到这一点并审视Expedia和Booking——我们将会谈到它们——你一定很兴奋,因为你从历史上知道,当你长期跟踪的一些业务出现自动化竞争时会发生什么,因为你以前见过这种情况。

好的。我的意思是,Booking和Airbnb,为什么它们会在那个篮子里,以及高盛是如何想出那些篮子的,我完全不知道。这绝对荒谬。我认为这最终会成为一个绝佳的买入机会。我不知道为什么其中一些银行会在那里。

So, Jonathan, for people like you, when you see this and look at Expedia and Booking, which we'll be talking about, you must be excited because you know historically what happens to some of these businesses that you've followed for a long time when automation competition emerges, because you've seen this before.

Okay. I mean, Booking and Airbnb, why they were in that basket and how Goldman comes up with those baskets, I have no idea. That's absolutely ridiculous. I think this will turn out to be a great buying opportunity. I don't know why some of those banks are there.

2026-08-25
《Five Reasons the Bubble Will Burst in 2027 | WAYT?》
Airbnb 表现良好,增长强劲并推进 AI 举措,但其高估值(市盈率超过 50 倍)存在表现不佳的风险,历史数据显示此类股票回报为负。

一直以来的一个大落后者终于得到了买盘,那就是 Airbnb而且这是一家我永远不会使用其产品的公司。我不会住在别人家里。我不评判任何想这样做的人。我永远不会让任何人住在我家。

One of the big lagards all this time finally caught a bid and it is uh Airbnb and this is a company whose product I will never use. I will not stay in someone's home. I don't judge anyone for wanting to do that. I will never let somebody stay in my home.

Airbnb 现在有点火爆。在 Bernstein 在 8 月初发布最新财报后,大幅升级。这就是我们所说的逃逸缺口。逃逸缺口,不是突破缺口。逃逸缺口发生在趋势的中间。这就像爱德华兹和麦基的理论,但基本上你会取之前那波走势的幅度,然后在另一侧,这就是你应该预期它能继续运行多远才会耗尽动能。所以这些都是非常看涨的。

Airbnb is kind of killing it right now. huge upgrade from Bernstein after their latest earnings report which was earlier in August. This is what we call a runaway gap. Runaway gap, not a breakaway gap.

A runaway gap happens in the middle of a move. And this is like Edwards and McGee stuff, but basically you would take the the amount of the move that preceded it and then on the other side that's how far you should expect this to be able to keep running before it runs out of steam. So these are very bullish.