Category Archives: Airbnb

Forget the “Sharing Economy”. Watch for Disruptors in Access vs. Ownership Businesses. (Tech Strategy – Podcast 206)

In this episode of the Tech Strategy Podcast, Jeff Towson delves into the dynamic landscape of access vs. ownership businesses, highlighting how companies are reshaping consumer behavior and redefining market norms. From transportation to accommodation, the sharing economy has paved the way for disruptive innovators, challenging conventional ownership models and transforming industries at a rapid pace. Tune in to explore the strategies behind these disruptors and gain insights into the future of access-based business models.

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Airbnb’s Valuation Depends on Asia and Its Super-Apps (Tech Strategy – Daily Article)

Airbnb is heading for its IPO. Their numbers are public and it’s pretty much what we expected. Airbnb is a simple marketplace platform that is growing and close to operating profitability (pre-Covid). And lots of people are having fun doing valuations this week. If you’re curious, here is NYU valuation professor Aswath Damodaran’s valuation. His […]

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Ctrip and Hospitality’s Big Balance Sheet Challenge (Daily Update – Jeff’s Asia Tech Class)

Ctrip has forecast its revenues will drop 45-50% in first quarter. From KrAsia: Coronavirus spurs somber outlook for online travel companies Chinese major online travel agency Trip.com announced on its recently released Q4 earnings report that revenues would decrease by about 45% to 50% year-on-year (YoY) as a result of the coronavirus. Trip.com has already […]

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