Letters by company
Airbnb, Inc.
1 letter discussing ABNB. Everything written about it on this site is on its ticker page.
- Guinness Global Investors Guinness Global Equity Income Investment Commentary – October 2026 Guinness Global Equity Income replaced Aflac with Nvidia, citing Aflac’s softer underlying growth and Nvidia’s AI-compute position, cash generation and dividend-growth potential. The portfolio retained its quality-income focus while assessing hyperscaler financing commitments, rising bond yields and the potential disruption from Meta’s Muse AI agent. third quarter of 2026 ABBNY $170BAFL $58BCME $103B