Jon Quast

In fact, they are buying these higher-priced items.

It's boosting same-store sales far beyond what management expected.

The holiday same-store comp is supposed to come in at 14.5%.

Management only thought it was going to get 6% to 8%, so roughly doubled its expectations.

I think this

Five Below unlocking these higher price points bodes extremely well for the business long-term, and it's why I'm looking at this stock today.

Let me give you my elevator pitch here for Airbnb to start it off.

People aren't giving up this short-term rental model.

Airbnb is the dominant player in this space.

I think it has a brand moat, and it's printing cash like few companies do.

Eventually, these factors should make Airbnb stock a winner.

I know it hasn't performed great in recent years, but I think that it will eventually

catch up.

Let's talk about one of the traits I like of a hidden gem, and that's reasonable growth in an expanding market.

Airbnb is growing its revenue at a double-digit pace, 10% in the most recent quarter, expecting high single-digit in the upcoming quarter.

It's not red hot, but that is reasonable growth.

There's market research pointing to ongoing growth in this space as a whole.

And AirDNA is one of the third parties that puts out reports on this.

And what's so interesting to me is that AirDNA has showed that there are rental property owners who are willing to put...

they're listing on multiple platforms.