“Ranking SaaS Best Buys Today and Long-Term + Watchlist Review”
ABNB has a strong long-term thesis (network effects, growth) but is currently overvalued; hold but do not buy more.
Should we do maybe Airbnb because I think that should be quick simply because it's one of our largest largest portfolio holdings. Um, we should just say I mean they just released earnings um not too long ago. Um, the market liked them.
I think the main reason has basically been this um you know the reacelerated growth in nights and services or nights booked and services because if you compare that year-over-year um you would see March 26 9% growth um compared to you know March 2025 7.9 and then in June significantly 7.4 to 10.3%.
I think this has been primarily because um of why the market liked the the results so much um because you needed reaceleration.