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No idea what the process for getting this information released is... but it feels unlikely to be a coincidence that on the day a 2nd extremely effective vaccine is announced to the world... Airbnb files their public S1.

A lot of that document talks about COVID-19 and how it's effected their business (no surprise there) but also several mentions of vaccines. Mostly in the following phrase (repeated 3 times in the document, I think):

> The extent and duration of the adverse impact of COVID-19 on the Company over the longer term remain uncertain and dependent on future developments that cannot be accurately predicted at this time, such as the severity and transmission rate of COVID-19, the extent and effectiveness of containment actions taken, including mobility restrictions, the timing, availability, and effectiveness of vaccines, and the impact of these and other factors on travel behavior in general and on the Company’s business.



1. It’s been well known for a long time that vaccine results will start showing up this month.

2. Every single company in the world had to list COVID as a potential source of adverse effect to their business. It turned around whole economy and further impact is still unknown. And by every I literally mean every. Even companies like Zoom, that are super hot as a result of COVID - for them getting control of COVID will mean potentially big slides down.


Total conjecture and even if its true, who cares?


It's not something you can just throw together on news of a vaccine. It's maybe possible they had it ready for this eventuality, but given they need to synchronize this with investment banks, the SEC, etc, I don't see them able to hold that credibly until news breaks.




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