Airbnb is disrupting the hotel industry as it allows people to rent their homes, rooms, apartments – or even castles and treehouses – to visitors through its online platform. We believe its growth potential is significant.
Founded in 2008, Airbnb has enjoyed staggering growth with approximately 2m people every night staying at places listed on the site. The online platform allows accommodation providers to boost supply in popular areas at a more attractive price for cash-conscious travellers.
Airbnb is currently unlisted and is planning to float on an undisclosed stock market in 2019.
Retail investors keen to gain exposure in advance of this event can get exposure via investment trust Scottish Mortgage (SMT), although Airbnb only accounts for 0.3% of the entire portfolio. (LMJ)
Alphabet is the product of a rather confusing name change a while back but this is Google as far as investors need be concerned. That to ‘google’ something has entered the everyday vernacular as a verb to search the internet says it all about how the company dominates the online universe, and importantly, advertising spend.
Its tentacles cover YouTube and the Android smartphone operating system. It is also looking at capturing tomorrow’s technology growth opportunities through its Google Ventures blue sky investment arm.
Despite coming under fire from regulators (it was fined $2.7bn by European watchdogs last year), Alphabet’s revenues and profits are still growing in double-digits, and the share price continues to perform well. (SF)
Having become the second trillion dollar company this year (after Apple), Amazon’s transformation of online retail is old hat now, yet investors are eyeing expansion into hi-tech physical stores, healthcare disruption and more.
The most rapid growth is coming from Amazon Web Services (also known as AWS), its cloud computing services arm.
Amazon invests massively to carve out market domination and cement future revenue and profit grow. This strategy has created vast wealth for shareholders and poses the question: is this the best growth company in the world?
There are a large number of funds and investment trusts holding the stock, making it easy to get exposure. The alternative is for interested investors to buy the Nasdaq-listed stock directly via their UK investment platform provider. (SF)
Facebook has endured a rocky ride through 2018. The social networking giant has been mired in multiple controversies, including a data selling scandal with Cambridge Analytica that had CEO Mark Zuckerberg testify at two Congressional hearings.
In spite of intense political criticism and unflattering media attention Facebook’s business has continued to grow at pace, largely driven by online advertising.
Investors are being drawn to the stock by the implied potential for Facebook to harness its vast data network, through machine learning and artificial intelligence. It will face ongoing oversight by regulators but there is little evidence that Facebook’s growth days are ending. (SF)