Discussing companies and their competitors, strategy, and opportunity.
Volt Equity Podcast
Claim This Podcastby Volt Equity
3 episodes
Updated Daily
Accepts GuestsHas Sponsors
Podcast Overview
Discussing companies and their competitors, strategy, and opportunity.
Language
🇺🇲
Publishing Since
2/25/2022
2 verified contact emails on file for Volt Equity Podcast
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Recent Episodes
March 18, 2022
Sonder Earnings Highlights & Reactions (Q4 2021)
<p>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.</p> <p>Topics covered:<br> - What it was like being at Sonder in the early days<br> - $SOND stock’s puzzling price movement post-earnings<br> - Highlights from Sonder’s latest financials<br> - Metric comparisons to competitors<br> - Margin trend and current unprofitability<br> - Comparison to WeWork<br> - Growth companies & growth investing</p> <p>For more analysis on disruptive companies + investor education subscribe to our…<br> - YouTube Channel: https://youtube.com/c/VoltEquity<br> - Newsletter: https://voltequity.com<br> - Podcast: https://anchor.fm/voltequity</p> <p>--</p> <p>Disclosure: *Not investment advice. For educational purposes only. Do your own research.* Full disclosure available at https://www.voltequity.com/social-media</p>
March 17, 2022
Breaking down the Airbnb "threat" to Sonder
<p>Tad Park (early Sonder engineer and CEO/CIO at Volt Equity) and David Kim (Head of Growth at Volt Equity) discuss Sonder (the hospitality company) and their stock ($SOND): Sonder's business model compared to Airbnb's ($ABNB), long-term market cap prospects, strategic and competitive positioning, and more.</p> <p><br></p> <p>Our blog article related to this chat: </p> <p>- Sonder vs. Airbnb (Investment Case, Part 2) https://www.voltequity.com/post/sonder-vs-airbnb-sond-investment-case-part-2-- </p> <p><br></p> <p>Disclosure: *Not investment advice. For educational purposes only. Do your own research.* </p> <p>Full disclosure available at https://www.voltequity.com/social-media<br> <br> Tags: Francis Davidson, Sonder, SOND, $SOND, hospitality, investing, stock, strategy</p>
February 25, 2022
Sonder's Competitors: Hotels — Sonder's strategic position
<p>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.</p>
3 total episodes available
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- What is Volt Equity Podcast?
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This podcast updates daily.
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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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Yes, this podcast regularly features guests.
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