Q: What do you think of airbnb and uber? i use both companies a lot and like them.
Can you give me your thoughts on each in terms of: valuation, growth prospects, how they stack up to peers, and how good the ROE is?
Would you say one is better than the other? I assume they are both pretty GDP sensitive w/how much travel and leisure spending impacts them
Can you give me your thoughts on each in terms of: valuation, growth prospects, how they stack up to peers, and how good the ROE is?
Would you say one is better than the other? I assume they are both pretty GDP sensitive w/how much travel and leisure spending impacts them