+ Watch TRIP
on My Watchlist
The company runs travel research websites in 30 countries and 21 languages, including market leader TripAdvisor.com.
Peers have a much lower forward PE.
They are the go to site for travel information. Now that they are beginning to monetize their customer base by allowing bookings through their site things are really looking up. I think this makes a decent buyout candidate in the future.
high growth and further opportunities in the holiday area.
Growing its online business into more and more niche travel-related businesses, including transactions for offline businesses that previously had no good way to reach customers. Great business to be in with content leading and e-commerce following.
Where the eyeballs go the advertising will follow. As the leading provider of trip reviews this is the starting point for travel planners. As such they will command premium ad pricing as long as they are the defacto landing spot. The network effects virtuous cycle has reached critical mass and gives me hope that the eyeballs will still be coming here in 10 years. I must admit I'm not visionary in the travel planning space and this company does stand to get disrupted by a new and better mousetrap if users get tired of sifting through reviews that sometimes come across as schizophrenic. I'm more optimistic about TRIP adding value to travelers through booking options than I am pessimistic about TRIP being disrupted at this point. I'll enjoy the ride
I do believe in the network effect of TRIP, although travel is not as sticky as google or FB, and valuation is horrible, but if they maintain growth then over 5 years it will be fine.
I bought PCLN earlier because they are so much bigger and more influential in the market. But I think there is more growth ahead in the industry that can support another big player, and TRIP has always been great when I have used them. TRIP is the best likely growth option in the travel industry.
Trip advisor looks expensive at first glance with a peg 2.5. But solid financials and growth prospects abound. Unique in the travel space having built lunge of a kind content through their reviews and loyal following. Expanding into bookings for air, hotels etc is a logical growth step. Well managed, there is belief in their ability to manage to projections and more.Some debt, but cash holdings as well. The key will be how they manage growth, execute new booking deals and features on their site. Much potential here.
P/E and P/B look high, but they always do on MFSA type stocks. ROE looks good, debt low, and front runner in their industry. Long term growth prospects seem promising, I am willing to take a chance on this MFSA pick.
Business is generating lots of cash while still investing for the future. Patience will be rewarded.
Moving in the right direction with hotel and restaurant bookings on site
TripAdvisor can become Priceline easier than the other way around that seems to be the direction that they're taking. What happens when they go beyond just flights, hotels & cars too?
Deals with hotel chains and a push toward direct bookings. The user friendly environment that fosters a community retains users and will attract growth.
Even after the big jump, I think there's lots of room and optionality for this stock to grow.
complementary w/pcln; rb, sa bbn; good leadership and growth; network moat w/millions of reviews
good track record, summer's on the way
They will be huge(er(?))
I personally use this site to research all my family's travel plans, and I leave reviews . . . so do millions and millions. This is "the" go-to site for travel.
Building a strong brand for leisure travel enabled by internet, social media and mobile technology.
Buying this in my real money port today, based on SA advice and my wife's insistence. She's the travel planner of the family and uses this tool constantly (which she told me yesterday).
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