@eric it wasn’t “new”. I’ve owned ABNB since IPO as a tracking position. Added at 80. And added again at 105. This read as new only bc it was in a different account than my prev position.

I haven’t stayed in a hotel in 10 years. Verb moat. High ROI and ROE. Improving margins. Passes the snap test. Founder run.

This is a never sell for me. My daughter will likely inherit this position.