On this Dialogue episode of The Synopsis, we debreif on our Todd Haushalter interview and give an update on Evolution and Airbnb. We also talk about the "blue sky" scenario of Airbnb's ambitions. Check out our written business updates for $ABNB and $EVO below!

Evolution 4Q24 Business Update

Airbnb 4Q24 Business Update

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Show Notes

(0:00) — Debrief on Evolution's Todd Haushalter Interview

(12:39) — Evolution Update

(33:25) — Airbnb Update

(41:05) — SuperApp Ambitions

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For full access to all of our updates and in-depth research reports, become a Speedwell Member here.

Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. At the time of publication, one or more contributors to this report has a position in ABNB and EVO. Furthermore, accounts one or more contributors advise on may also have a position in ABNB and EVO. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

Dialogue. Airbnb & Evolution 4Q24 Update, SuperApps, and Todd Haushalter Debreif

The Synopsis