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Yup. AirBNB's darling beat expectations but also lost 50% from ATH. Just this week it went down 30%.



I think this is baby out with the bath water situation. Its an expensive stock but for good reason. Network lock in, strong durable brand, sound business model, product oriented. In the right sector where travel demand picks up and work flexibility has opened more of the market.

Disclosure: i just loaded up on this today




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