Volt Equity Podcast: Recent Episodes

Volt Equity

Discussing companies and their competitors, strategy, and opportunity.

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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

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Disclosure: Not investment advice. For educational purposes only. Do your own research. Full disclosure available at https://www.voltequity.com/social-media

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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

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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.