Either I'm an idiot or the general consensus is going to be proven wrong on $ABNB over time as it becomes clear where their differences are vs "peers".

Please hold me accountable.

/p.s. @nathanworden knows, and if you don't, check out my writeup: https://commonstock.com/post/17efcbdc-1a8b-48db-bc7f-1f2eac599cc9/