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Welcome back to Trendline!

Lets dive into today’s top 5 charts for investors👇️ 

1) Amazon’s multiple growth engines: Amazon is much more than an online store. While online store sales remain massive, the real growth engines are Advertising, AWS and third-party seller services. Infact Advertising has now eclipsed AWS to be the fastest growing business segment of Amazon.

Overall Amazon revenue is $638 billion in 2024, and has grown by 13% CAGR from 2020-24. Meanwhile the stock is down 15.3% from its peak. Buying opportunity?

2) Housing crisis in one chart: There is a housing crisis in many countries, esp. in the popular cities of US, Europe and Canada. Prices are a simple function of supply and demand. If there is more supply than demand, prices fall.

The chart below shows how many houses have been built in the world’s advanced economies over 70+ years. There has been a sharp drop in new houses since the 2008 global financial crisis. Remember population in these countries have grown over the time period of this chart.

To fix the problem of housing prices, we need to build more houses.

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3) Airbnb’s customers are loyal: More than 83% of Airbnb’s users in 2025 (QTD) have been returning users. This is despite Airbnb not having any additional incentives for these users via a loyalty program (unlike Booking’s Genius loyalty program or Expedia’s OneKey loyalty program). In the travel industry, it is not easy to have customer loyalty as most customers tend to look for the best deals for accomodations. However, Airbnb’s unique supply of homes which are not present in other OTAs could be a driving force behind this user loyalty.

4) Cord Cutting trend continues: eMarketer forecasts that the trend of cord cutting i.e. shift from traditional US cable (pay) TV to digital streaming (OTT) or digital pay TV will continue over the next 2 years. By 2027, digital TV will have higher revenue share compared to traditional cable TV.

5) Corrections have usually given good opportunity to investors for high returns: S&P500 has declined more than 10% over the last 3 weeks.

If we look at 7 other past occasions in the last 16 years, when US stocks fell 10% or more, the future 1-5 year returns have been quite positive.

Remember that past performance is not guarantees for future, however, historical data does suggest that there may be opportunities for future gains in the market.

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