+ Watch TRIP
on My Watchlist
The company runs travel research websites in 30 countries and 21 languages, including market leader TripAdvisor.com.
Solid foundation to outperform for years:- Meta-search will be more relevant to advertisers, meaning the company's core strength gets even stronger. New features like InstantBooking continue to reinforce this.- Cofounder is still at the helm and not afraid to make long term decisions. I also like seeing John Malone as a significant shareholder: http://www.reuters.com/article/2014/05/06/libertyinteractive-divestiture-idUSL3N0NS2OB20140506- They are quickly growing the subscriptions from condo/vacation homeowners. That should provide a nice recurring revenue stream.- Network effect and top dog position makes this company very difficult to displace by would-be competitors.- A consumer shift in preferences for applications over Google searches on mobile devices bodes well for TRIP.Hard to lock down a 'right price', but there's no doubt that the important pieces are there. Outperform, long-term.
The best travel review website, PERIOD!This is the first site I go to when I want to travel.
Getting defensive after a great run and I'm entering specific short positions in addition to negative ETFs. I have used this site occasionally, but the opinions gravitate to the complaints, so its not that helpful in getting an objective ranking. Besides, the moat is not the best, and then there is valuation...
It only makes sense that anyone going on a vacation to a resort, restaurant or hotel would not check out the reviews and ratings on TRIP, it is free and chalk full of info without leaving your couch.
When I was in Guatemala, my hotels and restaurants I visited were on Yelp. Amazing.
2014-04-23 Update:Having followed TRIP for 1.5 years, I came away impressed with the pace of innovation and conscious-capitalism-like approach in improving their customer's results. IMO, TRIP has held their own and fended off the likes of Google (Maps + Plus) to maintain their first mover, and top dog advantage. There is risk, of course, in their customer concentration.
Amazingly useful service. I find myself using it all the time to learn about places and find accommodations and restaurants.Now linked with AAA and other travel services. Great growth potential.
With the European recession eventually fading and growing wealth in North American and Asian markets, the travel industry is bound to continue to grow.
another great platform company -- ubiquitous.
A "slight" earnings miss resulted in a sharp sell off of TripAdvisor, but increased guidance appeared to flip it back up. It bobbled in a fairly tight range, all things considered.Buying companies in France, England with undisclosed prices. Good margins, but burning cash in a model that seems forced. Goodwill already $500M on a net tangible book value of $310M.The current market derisking, and the confusion over which way to go trumps fundamentals at this point. It's flying to high and it will get clipped.Market sentiment call. Share Price not stable.
I use all the time... great info and now getting income for travel bookings. Beware Priceline Travelocity and Cheap Flights!
13 classic growth stocks (Sterman).
the huge moat that is their reviews database
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.
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