Group 1 - Airbnb underperformed the S&P 500 last year despite reasonably good results and continued growth with high margins [1] - Current growth concerns have been raised, indicating that growth has been lower than expected [1] Group 2 - The investment approach focuses on high-growth opportunities across industries, employing a value investing strategy that prioritizes robust business models and strategic foresight [1] - The discounted cash flow (DCF) valuation methodology is primarily used, with adaptability to various valuation techniques [1] - Business model frameworks from institutions like Harvard Business School are leveraged for in-depth analysis, ensuring a comprehensive understanding of a company's intrinsic value and strategic positioning [1]
Airbnb: Wait Before Checking Into This Attractive Yet Turbulent Opportunity