In the second quarter of 2020, we returned +42% vs. the S&P 500 at +20%. Why we're focused on the butterfly effect right now.
July 06, 2020
In the first quarter of 2020, we returned -14% compared to the S&P 500 of -20%. Our take on the current crisis is below.
April 02, 2020
It operates a top 50 worldwide website and mobile app. Even better, it has a great business model: high-value searches that deliver results with rich and relevant advertising. Our analysis below.
February 13, 2020
Airbnb has powered nearly $100 billion in bookings, changing how the world travels. Armed with a cash-generating business model in one of the biggest industries, they are primed to perform post-IPO.
January 31, 2020