Airbnb Model Update (2026)
Airbnb shares have risen about 50% since October 2025, prompting a revised 2026 model and return assumptions at the current price.
Wednesday, August 19, 2026
From X
Raging Capital Ventures on X
Bought a bunch of $CMCSA on this fade back to around $25. While it will take around a year to breakup the business (and they don’t plan to buyback stock during this time), separating media/theme parks from cable should be very accretive to the valuation.
Raging Capital Ventures on X
@satsfilip Fixed — at around $353 per $CHTR share / 23% of company.
Porter Collins on X
@JeffreyCherkin Not a bad purchase of $FTAI this time last year < $90! @MelissaLeeCNBC
Chris Camillo on X
@eager28 @CAndreisen @quazijohir Correct. They’re tied to the same lockup as other pre-IPO investors. I’m not overthinking $SKM it’s simply my public equity proxy for Anthropic.
Chris Camillo on X
@RealJimChanos Simple, $HOOD investors at large are weighted heavier to high growth AI sector and crypto than the S&P.
Chris Camillo on X
@eager28 No I’m invested indirectly via $SKM
Chris Camillo on X
@Ghostlike @TheOneLanceB You’re missing critical context on my $AMZN trade. If you care to dig in, start with my high-level breakdown on this week’s @TheICHpodcast.
Chris Camillo on X
The full story of the hotly debated “irresponsible” $AMZN trade that made me $10M in a day. The research. The leverage. The near disaster. The comeback. Link in comments https://t.co/foSxtqY98m
Investor Letters
All letters- First Eagle Investments second quarter 2026 +5.0%
- RGA Investment Advisors Q3 2025
- RGA Investment Advisors Q4 2025
- Royce Investment Partners year-to-date period ended 6/30/26 +23.8%
- Broyhill Asset Management first quarter -6.0%
- Greenhaven Road Capital first quarter +17.0%
- Greenhaven Road Capital first quarter
- Weitz Investment Management 3Q25
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[V, MA] The more things change, the more they stay the same
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