Platform businesses are fascinating things that can make a great deal of money at scale. This week in Magic Markets Premium, we covered Uber and its emergence as a financial butterfly in literally the last year. To keep the platform theme going, we decided to cover Airbnb and Shopify in this week’s free Magic Markets show, made possible by B2IT.
Tripadvisor has a great brand, but does it have a great business? Or does it have a business at all, in the modern world of competitors like Google Maps? Worst of all, doesn't Tripadvisor have to pay Google just to stay relevant? It's not looking good for the famous travel and tourism company.
Use the podcast player below to listen to our discussion on Airbnb and its Q1’22 result, which accompanies the detailed write-up below: (Date of report: 1 June 2022) Airbnb is about so much more than sharing someone’s apartment in New York. The company was born in the Global Financial Crisis and has survived Covid, confirming the strength of an asset-light platform that manages to become a verb. Airbnb has never made an annual profit, yet it has a market cap of over $76 billion. Travel is in vogue right now in the markets and Airbnb seems better off in inflationary times [...]
Use the podcast player below to listen to our discussion on Delta Air Lines and its Q1’22 result, which accompanies the detailed write-up below: (Date of report: 20 April 2022) You know the old joke: you become a millionaire in the airline industry by starting out as a billionaire! There's a lot of truth said in jest and this joke is no different. The aviation industry is notorious for destroying shareholder value at best and bankruptcies at worst. You probably wouldn't put your retirement nest egg in this sector, but there are interesting trading opportunities in a post-Covid recovery. Beyond analysing [...]
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