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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.
Now we come to the two disappointing earnings reports. TripAdvisor’s report was...
— 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 is navigating a transition where high-growth units like Viator are driving the business, despite declines in legacy operations. While the company's...
Tripadvisor ($TRIP) operates online platforms providing digital travel experiences, dining reservations, and travel reviews, currently accounting for 4.8% of the fund's portfolio. The manager maintains...
More institutional theses from Middle Coast Investing
CF Industries Holdings ($CF) is a leading North American manufacturer of nitrogen-based agricultural fertilizers and clean ammonia. Middle Coast established...
TriMas Corporation ($TRS) manufactures engineered packaging solutions and specialized gas cylinders for industrial, consumer, and pharmaceutical end markets. Middle Coast Investing...
Mobility Global ($MBGL), recently spun off from S&P Global, is a data intelligence and automotive software company whose core asset is Carfax, the industry-standard vehicle history database. The manager expanded...