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Thank you. This is the sort of reasoning I was looking for.

Now, I'd counter your argument here by stating that it appears Airbnb had over 100% growth in 2015, and Expedia and HomeAway had 24% and 20% growth respectively.[1]

Given that, is it unrealistic to assume the market can support 14% YoY growth (or higher) for the next ten years?

[1]: https://www.cbinsights.com/blog/airbnb-hospitality-industry-...



That is a question worth answering. But now we have reasonable ground to make statements one way or the other.

I personally think yes, they'll saturate their market fairly quickly from here on out. Also, I expect they'll start attracting competitors soon.




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