I’ll be a buyer of Airbnb but I see increased consolidation in the hotel franchise market like we saw marriott and Starwood. I don’t see hotel stocks of those kind going away anytime soon. Airbnb also has 0 traction in secondary, less populated markets across middle America where a stay at a Hampton inn at $100 is way better than any Airbnb option. Marriott is a long term hold for me

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I’ll buy today and sell at a high. IMO They really should get into forming a traditional hotel model in addition to what they offer for significant long term value.

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EY 1 - KPMG has a 🔮 haha

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You still work at EY? We can’t hold Marriott unfortunately

Hotel etf

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