Jason Hall

If I say hidden gems, you probably think I'm talking about small esoteric companies that nobody's ever heard of, right?

That's true, but it's not the only place that you can find hidden gems.

And on today's show, we have three giants and their respective industries.

Airbnb is one of those dominant companies.

John, you brought it to the table.

It's a name that people think of when describing the entire short-term stays industry now.

It's become the verb, too.

Since the first day of trading post-IPO, the stock's up almost double, but it peaked a month later, and it's way down since then, in early 2021.

John, why is this on your list as a hidden gem stock worth buying?

There's more you like, too.

John, I'm a little less convinced that optionality is going to lead to that next leg of growth.

But the core business is a wonderful business.

And you mentioned the valuation.

And that says that other investors don't necessarily think it's a wonderful business.

So maybe some margin of safety there.

Plus, or maybe interest rates falling a catalyst for the business moving forward, too?

We'll find out about that.

But Dan, you say there's something else that stands out to you.

That's the kind of optionality that I think could be compelling.

It's a little bit of maybe Amazon's ad business on its own platform for inventory, where there's a lot of competition for consumer goods.