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Wolf of Harcourt Street's avatar

I’d recommend adding Airbnb to that list. Incredible float which generated over $700 million of interest income in 2023 and an asset light business model.

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Heavy Moat Investments's avatar

Yes, that's another one, however I don't know the business very well.

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Wolf of Harcourt Street's avatar

I’ve got a couple of write ups on it if you ever get interested in it.

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Investing Lawyer's avatar

Never thought Airbnb as asset-light business model, but you are most likely correct. Good point.

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Wolf of Harcourt Street's avatar

I'd recommend doing the work. Airbnb is the world's largest accommodation provider, yet owns no property.

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