Episode 1151

E1151: Tech stock deep dive with Alex Wilhelm & Beth Kindig: Airbnb, DoorDash, Zoom, Twilio & more!

Dec 11, 20201:24:20Watch on YouTube

FOLLOW Alex: https://twitter.com/alex

FOLLOW Beth: https://twitter.com/Beth_Kindig | https://beth.technology

FOLLOW Jason: https://linktr.ee/calacanis

Listen here:

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Overcast: https://overcast.fm/itunes315114957/this-week-in-startups-audio

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Show notes:

0:00 Start

0:55 Jason intros Alex Wilhelm & Beth Kindig & they discuss the Airbnb & DoorDash IPOs, are both overvalued?

5:41 How the influx of retail investors are impacting the surging IPOs, thoughts brand's impact on valuation, lockup periods

8:59 DoorDash & Airbnb by the numbers

12:23 LinkedIn Jobs - Get a $50 credit toward your first job post at https://www.linkedin.com/twist

14:01 Financial pet peeves: creative accounting & bad growth rate comparisons

20:21 Why Slack decided to sell, Zoom's growing market size

26:05 ChartHop - Get $600 in credits at https://charthop.com/twist

27:36 Post-pandemic breakdown: Zoom's staying power, DoorDash's risk

39:35 Gusto - Get three months free when you run your first payroll at https://www.gusto.com/twist

41:00 Zoom's pricing power approaching Amazon & Netflix levels, how the delivery industry was artificially propped up pre-delivery apps

48:56 Top picks for 2021 & beyond: FuboTV, Twilio, Zoom & more

1:00:18 Thoughts on the SPAC inventory issue

1:06:01 Most anticipated IPOs for 2021: UI Path, Stripe, Roblox, Didi

1:11:14 Risk of investing in China-based companies, economic arms race between US & China