Airbnb: A Real GARP Play

Group 1 - The article discusses the evolution of short-term rental markets, highlighting a shift in consumer behavior towards renting accommodations from strangers due to affordability concerns [1] - It emphasizes the role of value-oriented analysis in the oil and gas sector, focusing on identifying companies trading at significant discounts to their intrinsic value [1] - The investment philosophy mentioned combines Benjamin Graham's principles with a contrarian market approach, aiming to uncover undervalued businesses [1]