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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.
Vimeo and TripAdvisor reported earnings around the same time and faced the same market reaction, for similar reasons, I think. Each saw takeover...
— 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 ($TRIP) operates an online travel platform and booking marketplace, with its critical growth driver centered on Viator, an experiences and tour booking marketplace. While trimming shares...
Tripadvisor ($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 Middle Coast Investing
TriMas Corporation ($TRS) manufactures engineered packaging solutions and specialized gas cylinders for industrial, consumer, and pharmaceutical end markets. Middle Coast Investing...
Telephone and Data Systems ($TDS) is a regional telecommunications and broadband operator undergoing a multi-year corporate transformation. The manager adopted...
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...