Volt Equity Podcast

Volt Equity
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Discussing companies and their competitors, strategy, and opportunity.

Episodes

  1. 03/18/2022

    Sonder Earnings Highlights & Reactions (Q4 2021)

    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 For more analysis on disruptive companies + investor education subscribe to our… - YouTube Channel: https://youtube.com/c/VoltEquity - Newsletter: https://voltequity.com - Podcast: https://anchor.fm/voltequity -- Disclosure: *Not investment advice. For educational purposes only. Do your own research.* Full disclosure available at https://www.voltequity.com/social-media

    25 min

  2. 03/17/2022

    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 min
  3. Sonder's Competitors: Hotels — Sonder's strategic position

    02/25/2022

    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.

    24 min
  • 3 Episodes

About

Discussing companies and their competitors, strategy, and opportunity.

Information

  • Creator
    Volt Equity
  • Years Active
    2K
  • Episodes
    3
  • Rating
    Clean
  • Copyright
    © Volt Equity
  • Show Website
    Volt Equity Podcast