Hey Reader, you’re on the free edition of Finimize.
Upgrade to Premium: no ads, a third story every day, free events, and loads more on our mobile app. Start for free here

Hi Reader, here's what you need to know for March 1st in 3:03 minutes.

🌳 Investing in biodiversity could save our planet, so drop in to our interview with the head of impact Investing at Federated Hermes International on Wednesday: she’ll tell you where to focus your investments to mitigate – or even reverse – some of the damage. Grab your ticket

Today's big stories

Airbnb’s sales beat expectations, and the home-sharing company reckons a big travel rebound is coming
Legendary investor Ray Dalio’s “bubble indicator” is flashing a warning sign – Read Now
New analysis from Morgan Stanley showed sustainable funds outperformed traditional funds last year

Working From Roam

What’s Going On Here?

Airbnb reported better-than-expected quarterly results late last week, after everyone ventured off the beaten track to take their Zoom meetings from the middle of nowhere.

What Does This Mean?

Globetrotting might still be on hold, but there have been plenty of itchy-footed workers taking advantage of their newfound WFH freedom by booking long stays in remote locations. And that’s been a relief for Airbnb, whose sales fell 22% last quarter from the same time the year before – not ideal, sure, but far better than analysts were expecting. That drop-off was also a big improvement on Expedia and Booking.com’s respective 67% and 63% declines, possibly because they rely more on out-of-favor business travel and traditional hotels.

Airbnb’s feeling surprisingly positive about the future too: the company’s preparing for a big travel rebound even if it can’t say exactly when it’ll happen, and investors – impressed by its can-do attitude – sent its stock higher.

Why Should I Care?

For markets: If in doubt, invest fancy.
That same expectation might be one of the reasons global hotel and leisure stocks hit all-time highs last week. Cue Soho House, which is reportedly polishing its finest monocle and reviving plans to make its stock market debut. The private members’ club reckons investors’ appetite for leisure stocks could bump its value to $3 billion – up from the $2 billion it was on just last year.

Zooming out: Food delivery’s running out of road.
It’s a different post-pandemic story for DoorDash, whose shares dropped late last week after the food delivery service reported better-than-expected sales. That might be because investors are wary that its worst enemy – dining out, shudder – might make a comeback. Then again, the fact more and more regions are capping the fees it can charge restaurants probably didn’t help much, nor did the benefits it’s now being told to pay its drivers – both of which could hurt its bottom line.

You might also like: Tips and tricks for picking post-pandemic winners.

Copy to share story: https://www.finimize.com/wp/news/working-from-roam/

🙋 Ask a question

2. Analyst Take

Ray Dalio’s “Bubble Indicator” Is Sounding The Alarm

What’s Going On Here?

With all this talk about market bubbles lately, it can be hard to know who to listen to.

But if there’s one person you can trust, it’s legendary investor Ray Dalio – arguably one of the foremost experts on the subject.

See, Ray Dalio’s designed his very own “bubble indicator”, which relies on six questions to measure whether the stock market – and individual sectors within it – are in a bubble.

How high stock prices are relative to fundamental measures of value, for example, or how many new buyers have entered the market lately.

And if you do the math and look closely at this indicator, you’ll see a couple of major warning signs for US stocks and high-flying emerging technology stocks.

So that’s today’s Insight: what alarms the bubble indicator is sounding for the US stock market and sectors within it, and how to protect yourself from a crash.

Read or listen to the Insight here

Drone on and on and on

The drone delivery market’s projected to hit $6 billion by 2025, and DRONEDEK wants a piece of the action.

DRONEDEK’s Smart Mailbox communicates with delivery drones via GPS, securely receives your packages, and scans them to verify delivery.

And you’re invited to join the 700+ investors who have invested in the company on Wefunder.

Over the next 5 years, DRONEDEK’s projecting to secure over 1.6 million addresses in a market that’s expected to grow at a compound annual growth rate of 42%.

Find out more about DRONEDEK, and get invested for as little as $100.

Find Out More

Turn off adverts