Dan Caplinger

Yeah, there's a couple of things.

One is that co-founder, CEO Brian Chesky has done a great strategy where he is actually living in a different Airbnb property.

It's like on a weekly basis or every couple of weeks, something like that.

As I get older, as I start to travel more, I'm finding that is more appealing an idea for me as well.

And I think that that may actually resonate with some older travelers as they get to a point where they're thinking about retirement, have more time to spend on the road.

Suddenly, that hotel mindset, it's just different from what you get from an Airbnb.

I think there's a lot of potential there.

The other thing that I have run into in my own travels in the past year is that Airbnb is actually starting to get some cross-listings from traditional hotels.

What I was shocked at is, the pricing on the hotel rooms on Airbnb is sometimes cheaper than what you get

from aggregator sites.

I even ran into one situation where it happened to be a Marriott property.

I'm a Marriott Bonvoy loyalty member.

There's a better price on Airbnb than I could get as a loyalty member, which ticked me off as a loyalty member.

But it does speak to the appeal that hotel owners have when they're trying to get as much money as they possibly can, maxing it out, putting it on all platforms.

is the smart thing to do.

But I just never expected a traditional hotel to be so interested in Airbnb.

I think that that's a potential growth driver as well.

I've been following Lululemon for a long time.

It's interesting to me how stocks that arguably start out more looking like Rule Breakers can end up emulating hidden gem-style stocks later on.

We all know Lululemon's yoga apparel business changed the retail industry.