将ABNB归类为自动化输家是错误的，它是一家备受推崇的公司，也是不错的买入标的。
逐段跳播
所以，Jonathan，对于像你这样的人来说，当你看到这一点并审视Expedia和Booking——我们将会谈到它们——你一定很兴奋，因为你从历史上知道，当你长期跟踪的一些业务出现自动化竞争时会发生什么，因为你以前见过这种情况。
好的。我的意思是，Booking和Airbnb，为什么它们会在那个篮子里，以及高盛是如何想出那些篮子的，我完全不知道。这绝对荒谬。我认为这最终会成为一个绝佳的买入机会。我不知道为什么其中一些银行会在那里。
So, Jonathan, for people like you, when you see this and look at Expedia and Booking, which we'll be talking about, you must be excited because you know historically what happens to some of these businesses that you've followed for a long time when automation competition emerges, because you've seen this before.
Okay. I mean, Booking and Airbnb, why they were in that basket and how Goldman comes up with those baskets, I have no idea. That's absolutely ridiculous. I think this will turn out to be a great buying opportunity. I don't know why some of those banks are there.
而我认为更荒谬的一个是Airbnb，因为它受到了严重冲击，这是一家我们欣赏的公司。我的意思是，你要直接去找每一个把房子出租的房东，问他们是否愿意把房子租给某个人，这算哪门子的“Muse”？
我的意思是，这些事情根本说不通。Airbnb当时正处于成功的顶峰。股价突然上涨了，我不知道，涨了10%，从150涨到190。而现在它又回到了150。
and the one I think is even more ridiculous in that it has been heavily affected, is Airbnb, which is a name we admire . I mean, which "Muse" are you going to go directly to every landlord who rents out their house to see if they're willing to rent it to someone?
I mean, these things simply don't make sense. Airbnb was at the height of its success. The stock suddenly rose, I don't know, by 10%, going from 150 to 190. And now it's back to 150.
这个频道对 $ABNB 的历次判断
The Compound 在这只股票上共 2 条判断，这里只列相邻的几条。