Airbnb: A Never Sell for Its Long-Term, Wide-Moat Business
23 days ago
Brett Schaefer / Ryan Henderson
"It is Airbnb founder led, founder mission led. I think they have a long term plan to become a cant miss travel lodging and perhaps experiences platform, and I think this is a wide moat business."
The speakers include Airbnb among their "never sell" stocks, emphasizing its founder-led, long-term mission and wide moat in the travel and lodging market. Despite potential short-term valuation stretches, the stock is viewed as a long-term hold with significant upside potential.
Scores
Alpha Potential
8.0/10
Novelty
6.0/10
Credibility
8.0/10
Timeliness
8.0/10
Overall
7.6/10
Sentiment
Bullish
Conviction
High
Tier
Company Commentary
Related Stocks
Episode Information
Episode:
Our 6 Favorite Never Sell Stocks + Analyzing Ackman’s Portfolio And Shareholder Letter $UBER $CMG
Source:Chit Chat Stocks
Published:
October 3, 2025
Idea Type:
Company Opinion