Airbnb Is Going to Get Crushed in Asia. Rethink Your Valuation. (59)

This week’s podcast is on Airbnb and what I think people are getting wrong about its business model and future in Asia. Which has some impact on how you would value it going forward.

You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.

The mentioned presentation by NYU Professor Damodaran is here.

The mentioned factors for Airbnb were:

1. Market size and / or growth
2. Competitive dynamics and strengths
3. Industry and unit economics

Related podcasts and articles:

• Meituan vs. Ctrip vs. Alibaba: Who Will Win in China Services? (Jeff’s Asia Tech Class – Podcast 22)
• Alibaba to Lazada: The Stunning Future of Interconnected Asia (Jeff’s Asia Tech Class – Podcast 25)

Concepts for this class.

• Digital Platforms: Marketplaces for Products and Services. This is on the right side of the pyramid below.
• Bundling and Cross-Selling. These are under soft advanges below (light green).
• Network Effects. This is under competitive advantage below (dark green).

Companies for this class:

• Airbnb

This is part of Learning Goals: Level 5, with a focus on:

• #16: Basics of Ctrip, Meituan and Other Marketplace Platforms for Services

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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.

I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.

My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.

Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.

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