- Valuation doesn't make sense on $ABNB.
- Market is too generous on $ABNB.
-
BKNG is defacto king when it comes to travel and booking. Market also reflects that by awarding BKNG a whooping 180 billion market cap.
-
EXPE valuation is too cheap to ignore and revenue numbers are comparable to 
ABNB and has market cap of 20 billion.
- Even if we give browny points forABNB it doesn't make sense to justify $80 billion market cap. ABNB should at max be 40-45 Billion dollar company generously speaking.
-ABNB fair value is < $80 bucks ideally close to $65
- Market is too generous on $ABNB.
-
BKNG is defacto king when it comes to travel and booking. Market also reflects that by awarding BKNG a whooping 180 billion market cap.-
EXPE valuation is too cheap to ignore and revenue numbers are comparable to ABNB and has market cap of 20 billion. - Even if we give browny points for
ABNB it doesn't make sense to justify $80 billion market cap. ABNB should at max be 40-45 Billion dollar company generously speaking.-
ABNB fair value is < $80 bucks ideally close to $65
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.