
Airbnb and Remitly Earnings; Buffett's Last 13F; Opportunity at Adyen? $ABNB $RELY $SFM
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(04:29) Airbnb's Growth and Strategy
(16:16) Remitly's Performance and CEO Transition
(25:25) AI in Software: A Discussion
(32:40) Quality Stocks Watchlist
(37:02) Adyen's Activist Letter
(43:55) Reddit's Business Model and Market Position
(49:46) The Wall of Worry in Software Companies
(51:45) Berkshire Hathaway's Strategic Moves
(55:53) DoorDash and the Laziness Economy
(01:00:49) Robinhood's New Venture Fund…
The skinny
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