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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.
TripAdvisor (TRIP) - The good news from digital travel company TRIP’s announced sale last quarter of TheFork faded badly this quarter. While the company’s...
— Southeastern Asset Management, Inc.
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Other investors who've written on TripAdvisor, Inc.
Tripadvisor ($TRIP) operates an online travel platform and booking marketplace, with its critical growth driver centered on Viator, an experiences and tour booking marketplace. While trimming shares...
TripAdvisor is navigating a transition where high-growth units like Viator are driving the business, despite declines in legacy operations. While the company's...
Tripadvisor ($TRIP) operates online platforms providing digital travel experiences, dining reservations, and travel reviews, currently accounting for 4.8% of the fund's portfolio. The manager maintains...
More institutional theses from Longleaf Partners Small-Cap Fund
Clearwater Paper is a manufacturing company that produces paperboard packaging products used widely in consumer goods and food services. The manager maintains...
Rayonier is a timberland real estate investment trust that manages productive commercial forests in the United States and New Zealand, comprising 7.7% of the portfolio. The investment manager...
Liberty Capital operates leading telecommunications and cable broadband infrastructure across Alaska, representing 7.7% of the fund's investment portfolio. The investment manager...