CIO of Volt Equity & ex-Sonder engineer, Tad Park, joins David Kim (Volt Head of Growth) to discuss Sonder’s first earnings call as a public company.
Topics covered:
- What it was like being at Sonder in the early days
- $SOND stock’s puzzling price movement post-earnings
- Highlights from Sonder’s latest financials
- Metric comparisons to competitors
- Margin trend and current unprofitability
- Comparison to WeWork
- Growth companies & growth investing
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- YouTube Channel: https://youtube.com/c/VoltEquity
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Disclosure: *Not investment advice. For educational purposes only. Do your own research.* Full disclosure available at https://www.voltequity.com/social-media
17 Mar 2022
Breaking down the Airbnb "threat" to Sonder
Tad Park (early Sonder engineer and CEO/CIO at Volt Equity) and David Kim (Head of Growth at Volt Equity) discuss Sonder (the hospitality company) and their stock ($SOND): Sonder's business model compared to Airbnb's ($ABNB), long-term market cap prospects, strategic and competitive positioning, and more.
Our blog article related to this chat:
- Sonder vs. Airbnb (Investment Case, Part 2) https://www.voltequity.com/post/sonder-vs-airbnb-sond-investment-case-part-2--
Disclosure: *Not investment advice. For educational purposes only. Do your own research.*
Full disclosure available at https://www.voltequity.com/social-media
Tags: Francis Davidson, Sonder, SOND, $SOND, hospitality, investing, stock, strategy
25 Feb 2022
Sonder's Competitors: Hotels — Sonder's strategic position
In this episode, Tad Park (CEO/CIO at Volt Equity + early Sonder engineer) and David Kim (Head of Growth at Volt Equity) discuss Sonder's current valuation, their value proposition, and strategic position vs. their hotel competitors.
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