Core Insights - The article discusses the author's initial bullish stance on Airbnb, Inc. (ABNB) in September 2021, anticipating a post-pandemic travel boom to enhance revenue and earnings [1] Company Analysis - Airbnb, Inc. is positioned to benefit from the recovery in travel demand following the pandemic, which is expected to drive significant revenue growth [1] - The author has a long position in ABNB shares, indicating confidence in the company's future performance [2] Industry Context - The travel and hospitality industry is experiencing a resurgence as restrictions ease, leading to increased consumer spending on travel-related services [1]