+ Watch TRIP
on My Watchlist
The company runs travel research websites in 30 countries and 21 languages, including market leader TripAdvisor.com.
Powerful network effect, strong returns on capital, and scalable business model. Also, importantly for me, it's under the John Malone umbrella - and that guy generally knows what he's doing when it comes to investing and running businesses.
I like here
Expedia, Travelocity, Orbitz, Hotels.com, Priceline, Kayak etc... this is a very crowded field. I'm being generous saying they are fully valued. Trip is not like FB and others which have a wide mote.
Tingo equals vertical integration. TRIP is expanding their reach and becoming a one stop shop for travel.
Given TRIP's underperformance, high price to valuation (mine) and negative earnings trend (decreasing over last 5 quarters), I am bearish on this stock for the next year or two versus the S&P. It will probably see gains in 2014, just not enough for a thumbs up from me.
Just another winner!
Personal holding bought at $40.37 so my CAPs performance will be relatively close to my actual holding's performance.
TripAdvisor is becoming the standard in the hotel/vacation industry for reviews by real people. They have an immense network effect of people who trust their ratings. More and more people will consult TripAdvisor in the future when planning vacations, and that will make them the leader in this industry. Unless another start-up offers some features that TripAdvisor can't replicate, this should be a long term holding of 5+ years. HOLD FOR 3 YEARS and reexamine their network and brand moat.
A company that makes money off of all the online travel websites by giving customers the best price at one website. Also selling ads for the cherry on the top. Check them out because their website is very cool.
I am not a huge fan of tripadvisor but I do check it once in awhile. I can see why others like it.
pricey but my wife swears by them and won't use any other travel rec. service. She is usually right about these things.
Another Priceline, only better!
Most visited travel site in the world.Since splitting from Expedia, they have seen a strong rise in share price, just like it's former parent. It's the undisputed king of travel reviews, and as a media company has many other brands under its wing, such as seat guru, cruise critic, bookingbuddy, flip key, etc.So far, they seem very well able to adapt to mobile browsing, and to monetize on the mobile platform
very helpful site, will do well as long as the ad cycle continues
Love the site.
TripAdvisor makes money and doesn't have a "high" PE ratio, but it is still a bit overvalued to me. Worth about $700 million on the books and over $6 billion on the market. Without a moat or novelty to its products/services, something's got to give.
Leading online travel research firm with a big, growing base of members. Members provide the content, which attracts advertisers, which spurs more content. I think you get the picture.
Used their website while in Tanzania. I was impressed with what I was able to find and the reviews were pretty close to what I found when I visited the rated hotels. Was impressed with the product offering.
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