I love ABNB. Currently holding it and will probably continue to. I guess if you had to pick it apart, my only concern is now that interest rates are falling, their interest income won't be as big in the last few years. But I believe they can continue to grow revenue. Very excited for what management has in store for the next few years.
I think the biggest part of ABNB growth story will actually be a feature they introduced recently, where you can invite friends into a chat with the home owner (I forget what they call the feature). But a lot of people travel with friends/family, so adding features like the one I mentioned can be a great growth strategy. And in my dreams maybe they can add a split payment feature, like Uber or Lyft
