US · 3 entries · 3 publications
Airbnb
No entry states a stance.
Free during launch: log in or sign up with your email to see it.
Sign up freeSubstack · MikeCAGR
La IA no sustituye su ventaja: acelera años de producto, cultura, datos y distribución que empiezan a reforzarse entre sí.
Since publication −6.7% α −6.5 pp vs S&P 500 · USD
Substack · Speedwell Memos · Speedwell Research
The AI Risk, Growth Reaccelerates, AI Changes on the Horizon
Since publication +37.7% α +25.5 pp vs S&P 500 · USD
Substack · Smaller Circles · Stephen Vafier
Airbnb’s Q1 earnings announcement was mostly uneventful as macro noise drove the narrative.
Since publication +36.6% α +1.6 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.