StockOpine's avatar
$42.7m follower assets
$BKNG and $ABNB Q2’22
ROOM NIGHTS

  • $ABNB up 24% Vs Q2’2019
  • $BKNG up 16% Vs Q2’2019

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GROSS BOOKING VOLUME

  • $ABNB up 73% Vs Q2’2019
  • $BKNG up 38% Vs Q2’2019

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A**D**R

  • $ABNB up 40% Vs Q2’2019
  • $BKNG up 19% Vs Q2’2019

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Conor Mac's avatar
Is there any metric that allows for comparisons between the two whilst removing the variable of size? For instance, Booking may have more rooms booked but I am unaware of how many total rooms they have (capacity) vs Airbnb.
StockOpine's avatar
Very good thought Conor, we didn’t think of it that way. GBV per listing might be possible to calculate but not sure though if conclusions can be made considering that $BKNG is mostly hotels whereas $ABNB alternative accomodation. Let us dig into it and we will come back☺️
Conor Mac's avatar
@stockopine thank you gents 🫡
Rihard Jarc's avatar
Interesting thanks for sharing this.
Jensen Butler's avatar
Wish I exercised better patience scaling into $ABNB given how well it performed immediately in the secondary upon IPO’ing. Love the company but not going to add any more as I have prioritized scaling into a number of names once I resume deploying capital. I think Chesky one of the more under-appreciated CEOs in the new age tech space
StockOpine's avatar
@jensen can you share those names that you plan to add to?
StockOpine's avatar
@jensen out of curiosity. What happened to your portfolio on 14th to 17th of May? You had a significant spike in returns followed by an immediate drop.
Jensen Butler's avatar
@stockopine Unsure exactly but believe it may have been some ETH from flipping some NFTs, moving it to Coinbase, and then moving it offline to a hardware wallet. The spike is abnormal though and not reflective of equity holdings. I ignore that tbh and use my own spreadsheets for tracking and performance

As for more preferred names I plan to build/add to higher on my watch list- $SBUX $AMZN $SCHD $WM $NKE are my top 5 I want to build into bigger core positions

Waiting for $PENN to get acquired or rally a bit before unloading rest of my shares, my cost basis is below $0 there from an acquisition and big winner so I’ve been riding the house and dealing with that weight but want to better allocate soon if it continues to disappoint. Opportunity cost heavily in mind…

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