Volt Equity Podcast - podcast cover

Volt Equity Podcast

Volt Equity•www.voltequity.com
Business
Investing
Discussing companies and their competitors, strategy, and opportunity.
Last refreshed: ⓘ
Follow this podcast in the Metacast mobile app to refresh it and see new episodes.
Follow on
Apple Podcasts
Spotify
RSS
YouTube
Overcast
Pocket Casts
Episodes.fm
Download Metacast podcast app
Podcasts are better in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episodes

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 co...

Mar 18, 2022•25 min

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 a...

Mar 17, 2022•25 min

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.

Feb 25, 2022•24 min•Season 1Ep. 1
Hosted on Spotify for Creators (Anchor)
For the best experience, listen in Metacast app for iOS or Android