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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Middle Coast Investing returned 12.5% in Q2 2026 as markets traded on baskets rather than fundamentals. Semiconductors and data...
— Daniel Shvartsman
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Other investors who've written on TripAdvisor, Inc.
TripAdvisor is an online travel platform offering travel guidance, reviews, and bookings, alongside fast-growing experiences platform Viator and restaurant booking service TheFork. The manager holds...
Tripadvisor ($TRIP) operates an online travel platform and booking marketplace, with its critical growth driver centered on Viator, an experiences and tour booking marketplace. While trimming shares...
TripAdvisor is navigating a transition where high-growth units like Viator are driving the business, despite declines in legacy operations. While the company's...