TRIP

TripAdvisor Inc.

TMT, Consumer


Presented:01/14/2021
Price:$34.74
Cap:$4.67B
Current Price:$14.97
Cap:$2.08B

Presented

Date01/14/2021
Price$34.74
Market Cap$4.67B
Ent Value$2.70B
P/E RatioN/A
Book Value$6.75
Div Yield0%
Shares O/S134.53M
Ave Daily Vol2,683,080
Short Int14.95%

Current

Price$14.97
Market Cap$2.08B
TripAdvisor, Inc. is an online travel company, which owns and operates a portfolio of online travel brands. It operates through the following segments: Hotels, Media and Platform, and Experiences and Dining. The Hotels, Media and Platform segment provides contextually-relevant booking links to travel partners on websites. The Experiences and Dining segment provides information and services that allow consumers to research and book activities and attractions in popular travel destinations both through Viator, website and mobile apps. The company was founded by Nicholas Shanny and Stephen Kaufer in February 2000 and is headquartered in Needham, MA.

Publicly traded companies mentioned herein: Alphabet Inc (GOOG, GOOGL), Booking Holdings Inc (BKNG), Expedia Group Inc (EXPE), TripAdvisor Inc (TRIP)

Highlights

The presenter is long shares of TripAdvisor due to his belief that the negative consensus view around metasearch fails to account for strength in the company’s experiences business. On top of his view that the company should benefit from post-COVID travel recovery, TRIP has specific tailwinds such as a new subscription offering, growth in experiences and cost cutting that should drive the stock over the next 12-24 months.

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Idea Discussion

Commentor 1 - 2 weeks ago

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