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Airbnb announces confidential submission of draft Registration Statement

news.airbnb.com

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Re: Airbnb announces confidential submission of draft Registration Statement

#111

Post by eof »

mancerayder wrote: post #80
eof wrote: post #72

Earlier quoted context omitted.

Do you expect this to last for years/decades? I think it’s fair to say that the current climate is priced in.

Priced into what? Stock prices? Branson had to dig into his purses to bail out Virgin recently. Layoffs are periodically occurring in the air travel world. No one knows precisely when it ends. What does "priced in" mean? Some sort of perfect market pricing thesis manifesting or am I reading into it?

This thread is about Airbnb in particular. Yes I mean their stock price, from the perspective of whether or not Airbnb is a good investment.

Re: Airbnb announces confidential submission of draft Registration Statement

#112

Post by thebean11 »

heavenlyblue wrote: post #110
thebean11 wrote: post #94

Earlier quoted context omitted.

> You should also be a chef because people will never stop eating. Not sure how this has anything to do with the network effect point I brought up. I definitely never stated they will "grow forever", I said the network effects of their platform are a sort of moat. Do you have a source for AirBNB slowing down?

You brought up a very obvious point. Any marketplace will benefit from network effects. The devil is in the extent to which you can take advantage of these. And you made no points about that.

Sure, my comment wasn't great. Was just surprised by the chef thing since it seemed like a non sequitur.

Do you have the source about the slowdown? Really curious.

Re: Airbnb announces confidential submission of draft Registration Statement

#113

Post by seattle_spring »

opportune wrote: post #104
seattle_spring wrote: post #85

Earlier quoted context omitted.

This hasn't been the case for years. If you choose the dates, the full price (including any fees) is included in the total.

It’s not included in the list/map view for your search, so you can’t really compare the actual price without individually visiting each listing

I just checked and it absolutely is included as long as you add dates. Of course it can't give you exact prices if they don't know when you'll be staying, prices change based on demand.

Re: Airbnb announces confidential submission of draft Registration Statement

#114

Post by mancerayder »

calbear81 wrote: post #108
mrfusion wrote: post #106

Earlier quoted context omitted.

As a user it’s just frustrating to find a place you like and then see that you need to give them say two months notice. Or you can’t cancel at all. It’s made me go back to hotels where you can usually cancel pretty freely. There’s probably nothing you can do about that.

There’s a range of flexibility offered including many homes that have free cancellation until 5 or 1 day before check-in. Some are on Stricter policies that are more strict than what you would find with hotels but homeowners also have different risk profiles and the policies help balance that risk out.

In my experience flexible cancellation policies are extremely rare. At least hotels have that one advantage.

Re: Airbnb announces confidential submission of draft Registration Statement

#115

Post by mancerayder »

eof wrote: post #111
mancerayder wrote: post #80

Earlier quoted context omitted.

Priced into what? Stock prices? Branson had to dig into his purses to bail out Virgin recently. Layoffs are periodically occurring in the air travel world. No one knows precisely when it ends. What does "priced in" mean? Some sort of perfect market pricing thesis manifesting or am I reading into it?

This thread is about Airbnb in particular. Yes I mean their stock price, from the perspective of whether or not Airbnb is a good investment.

What stock price, the IPO one? I don't know if you follow IPO price points, but they fluctuate wildly in the day of the IPO. Downvote or no, the idea that something like the pandemic is priced in doesn't even make sense given the volatility.

Re: Airbnb announces confidential submission of draft Registration Statement

#116

Post by opportune »

seattle_spring wrote: post #113
opportune wrote: post #104

Earlier quoted context omitted.

It’s not included in the list/map view for your search, so you can’t really compare the actual price without individually visiting each listing

I just checked and it absolutely is included as long as you add dates. Of course it can't give you exact prices if they don't know when you'll be staying, prices change based on demand.

You’re right. They must have added it between the last time I used Airbnb. BUT I just checked it and the total price they display doesn’t include occupancy taxes and fees (so I saw an example listing go $420->$501). They still don’t let you filter by total price, only exposing nightly rate for that filter. It’s definitely better than it was but still not ideal. In fairness it’s been so long since I booked a non-expenses hotel I don’t even remember if it’s customary to exclude occupancy taxes+fees from the sticker price there

Re: Airbnb announces confidential submission of draft Registration Statement

#117

Post by mrfusion »

calbear81 wrote: post #108
mrfusion wrote: post #106

Earlier quoted context omitted.

As a user it’s just frustrating to find a place you like and then see that you need to give them say two months notice. Or you can’t cancel at all. It’s made me go back to hotels where you can usually cancel pretty freely. There’s probably nothing you can do about that.

There’s a range of flexibility offered including many homes that have free cancellation until 5 or 1 day before check-in. Some are on Stricter policies that are more strict than what you would find with hotels but homeowners also have different risk profiles and the policies help balance that risk out.

I used to never care much but in 2020 it’s been a big deal. Will the main attraction in the area I’m visiting decide to close down or impose unreasonable restrictions? Will the entire state close down or make me quarantine?

There’s so much uncertainty with traveling these days.

Re: Airbnb announces confidential submission of draft Registration Statement

#118

Post by [deleted] »

subsubzero wrote: post #74
fourstar wrote: post #65

Earlier quoted context omitted.

Short the company -- not the stock. 1. Don't buy the stock. 2. Don't use the platform. 3. Tell others to do the same.

Also, for places you do like, alot of them can be booked without airbnb and they will charge you less as they are not being gouged 30% by airbnb. I always grab business cards/contact info for places I stay at that I really like on airbnb and if I plan on going back I skirt airbnb and deal directly with the houses owner/manager. More money to the owner, less to airbnb and cheaper for you, win all the way around.

[deleted]
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