equitybuy

ABNB

Trust-weighted public proof page for ABNB. See which authors support it, which ticker theses it belongs to, and how thesis calls have performed.

Opportunity
127 / 100
Current score
2.20
Thesis calls
6
Active decisions
6

Recent proof-backed thesis calls

Public preview of asset-level thesis calls linked to source content, observed prices, and outcomes.

Paper proposes a Human-in-the-Loop (HITL) gated contextual bandit for short-term rental (STR) dynamic pricing. Key technical claim: when every algorithmic price is subject to human approval (accept/modify/reject), historical data collected under a prior deterministic pricing policy can be treated as “structurally equivalent” to on-policy warm-up data to initialize the bandit posterior. This reduces cold-start (sparse feedback: one booking outcome per night) from ~150 to ~30 episodes in their STR

Mentioned: Jun 3, 2026, 12:00 AM EDTConviction: 52 / 100
Source: Human-in-the-Loop Contextual Bandits for Short-Term Rental Dynamic Pricing: Structural Equivalence of Historical Warm-Up and Approval-Gated Live Learning

Interview commentary on FIFA World Cup 2026 NY/NJ host preparations and broad claims of “massive” economic impact; no concrete company guidance, contracts, spending figures, or timelines beyond the event itself. Mostly qualitative/PR, weakly tradable except as a very long-dated, thematic local-spend/tourism catalyst.

Mentioned: Jul 18, 2026, 8:29 AM EDTConviction: 33 / 100
Source: FIFA NYNJ CEO on World Cup’s ‘Massive’ Economic Impact
Airbnb, Inc.sec_filingsopen

The provided excerpt is only the cover/header portion of Airbnb’s 10‑Q for the quarter ended 2026‑03‑31 and contains no financial results, guidance, risk updates, or management discussion. As a result, it is not materially actionable for trading beyond confirming the filing period and ticker.

Mentioned: May 7, 2026, 4:02 PM EDTConviction: 18 / 100
Source: ABNB 10-Q report for 2026-03-31
Airbnb, Inc.sec_filingsopen

Excerpt is the cover/header portion of Airbnb, Inc. (ABNB) Form 10‑K for fiscal year ended Dec 31, 2025 (SEC annual report filing metadata: issuer, exchange, CIK/file no., address, well-known seasoned issuer checkbox). No operating/financial KPIs, guidance, risk factors, MD&A, or footnotes are included in the provided text, so no fundamental or event-driven directional inference is supported from this excerpt alone.

Mentioned: Feb 12, 2026, 4:04 PM ESTConviction: 60 / 100
Source: ABNB 10-K report for 2025-12-31
Airbnb, Inc.sec_filingsopen

Provided excerpt is only the header/cover portion of Airbnb, Inc. (ABNB) Form 10‑Q for quarter ended 2025‑09‑30. It confirms listing/registration details and that required SEC reports/interactive data were filed, but contains no financial results, guidance, risks, or segment commentary. Net: not actionable for trading without the substantive MD&A/financial statements.

Mentioned: Nov 6, 2025, 4:02 PM ESTConviction: 60 / 100
Source: ABNB 10-Q report for 2025-09-30
Airbnb, Inc.sec_filingsopen

Airbnb, Inc. (ABNB) filed its Form 10-Q for the quarterly period ended June 30, 2025. The provided excerpt is the cover/filing status page (exchange listing, jurisdiction, and compliance checkboxes) and does not include operating or financial performance details (revenue, margins, guidance, risks).

Mentioned: Aug 6, 2025, 4:09 PM EDTConviction: 60 / 100
Source: ABNB 10-Q report for 2025-06-30

Current stance

Recommendationbuy
Authors3
Active decisions6
Latest price$141.10

Investment decisions

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ABNB
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ABNB
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ABNB
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