TRIP News and Headlines - TripAdvisor Inc

GuruFocus Articles Total 70
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Main discussion points from Chang Jing's Meituan Dianping Case Study

In last week's lecture for Peking University's Fall 2020 Value Investing Course, Chang Jing used Meituan Dianping (HKSE:3690) as a case study to illustrate the concept of economic moat and the relationship between economic moat and margin of safety.

Meituan Dianping is China's leading e-commerce platform for services. It operates some of the best-known mobile apps in China, including Meituan, Dianping, Meituan Waimai, Mobike and others. Its main mobile app, Meituan, offers over 200 service categories, including catering, on-demand delivery, car-hailing, bike-sharing, hotel and travel booking, movie ticketing and other entertainment and lifestyle services, and covers more than 2500 cities

388 Views    Grahamites    2020-11-03 15:56
Michael Burry reported a 35% notional stake in this tech company through call options

Guru Michael Burry will forever be famous for his role in "The Big Short," where he's depicted by Christian Bale. He's no longer managing outside capital, but Scion Capital's 13-F filings are interesting to follow.

This quarter, Burry bought 80,000 call options in Alphabet (GOOG) (GOOGL), which puts the notional value of that position at 35% of the portfolio. In addition, Burry bought Trip.com (TCOM) and Bed Bath & Beyond (BBBY).

Alphabet

Alphabet is known for its search engine and the related advertising business. It owns some other subsidiaries like Youtube and Android. However, the large majority

485 Views    Bram de Haas    2020-08-21 16:49
Focused approaches and strong financials mark the industry's top players

The travel industry is highly susceptible to economic conditions. When the economy is struggling, fewer people are willing or able to go on big-ticket excursions, and the opposite holds true for economies in the midst of bull markets.

It is undeniable that the Covid-19 pandemic has devastated the travel industry more so than the previous few recessions, which were purely financial in nature. People are even less willing to travel in a recession when doing so will help the spread of a potentially deadly virus that has no known cure or vaccine.

This has driven down the valuations of companies

1887 Views    Margaret Moran    2020-05-11 22:33
A look at the leading travel review site

TripAdvisor (TRIP) is a leading travel platform. The company’s mission is to help travelers reach the full potential of every trip. Their websites and apps have accumulated more than 830 million reviews and opinions across millions of accommodations (hotels), restaurants and travel experiences (like tours and local activities). As shown below, their user base has continued to grow over the years, with hundreds of millions of unique visitors coming to their properties each month (roughly two-thirds of users accessing TripAdvisor’s properties are doing so from a mobile device).

Five years ago, TripAdvisor was firing

515 Views    The Science of Hitting    2020-01-14 17:04
When strong growth does not impress investors

Expedia (EXPE) recently reported its third-quarter earnings. At a time when stock market indexes have hit their all-time highs, the Bellevue Washington-based online travel company suffered its worst stock price drop in history as it failed to meet earnings expectations.

As a result of increased competition from the world’s largest search engine, Alphabet's Google (GOOGL), other similarly established online travel peers did not escape the market’s dissent as share prices of Booking (BKNG) and Trip Advisors (TRIP) also fell. Expedia identifies the need for higher costs in the short term, but still expects itself to return to

330 Views    Mark Yu    2019-11-12 22:27
Leisure industry has strong October job growth ahead of holiday travel season

Now that Halloween has come and gone, investors are preparing for Thanksgiving and Christmas, a major travel season. Considering the strong job growth in the travel and leisure industry during October, investors can also find good opportunities in stocks of companies that operate resorts, casinos and other hospitality services.

According to the Joel Greenblatt (Trades, Portfolio) Magic Formula Screen and All-in-One Screener, two of a wide range of GuruFocus Premium features, five Magic Formula stocks from the travel and leisure industry that have high financial strength and profitability are

630 Views    James Li    2019-11-01 21:20
Dave & Buster's Entertainment declines after reporting earnings

U.S. stocks were in the green on Wednesday after China announced it will be suspending additional tariffs on some U.S. products. The Dow Jones Industrial Average gained 0.50% to 27,045, the S&P 500 Index rose 0.49% to 2,993 and the Nasdaq Composite Index swelled 0.81% to 8,149.

Shares of Dave & Buster's Entertainment Inc. (PLAY) fell more than 5% after announcing second-quarter results. The company posted earnings of 90 cents per share on revenue of $344.59 million. The company beat earnings estimates by 6 cents,Â

36 Views    Omar Venerio    2019-09-11 19:32
Sysco advances on 4th-quarter earnings

U.S. stocks were in the red on Monday as protests in Hong Kong and Macri's adverse voting in Argentina's PASO made for a weak session. The Dow Jones Industrial Average fell 1.49% to 25,896.44, the S&P 500 index lost 1.23% to 2,882.70 and the Nasdaq Composite Index declined 1.20% to 7,863.41.

Shares of Sysco Corp. (SYY) gained more than 3% after announcing fourth-quarter results. The company posted earnings per share of $1.10 per share and revenue of $15.47 billion, reflecting 1% growth from the prior-year quarter. The company beat earnings estimates

33 Views    Omar Venerio    2019-08-12 22:29
Lindsay Corp falls on weak revenue

Stock market indexes were in negative territory on Tuesday as the U.S. signaled it is preparing to slap tariffs on the European Union. The Dow Jones Industrial Average fell 0.79% to 26,133, the S&P 500 index dipped 0.69% to 2,875 and the Nasdaq Composite Index swelled 0.55% to 7,910.

Shares of Lindsay Corp. (LNN) declined more than 9% on Tuesday after the company announced second-quarter results. Revenue tumbled 16.2% from the prior-year quarter to $109.18 million, falling $6.25 million short of expectations. The company reported earnings of 2 cents per share, missing estimates by 1 cent.

By segment, irrigation revenue

142 Views    Omar Venerio    2019-04-09 20:30
Some thoughts on the leading online travel agency

Booking Holdings (BKNG) is a leading provider of travel accommodations and restaurant reservations. The company has six primary brands: Booking.com, Priceline, KAYAK, OpenTable, RentalCars.com and Agoda. A handful of those properties were acquired, with the most notable example being the 2005 Booking.com deal for $135 million (widely considered one of the best acquisitions in internet history). The company also owns a minority interest in Ctrip, the leading online travel agency (OTA) in China, as well as investments in companies like Didi Chuxing, Grab and Meituan. As shown below, Booking has experienced impressive growth over the past decade, with

1104 Views    The Science of Hitting    2019-03-06 16:37
The stock's recent recovery, upcoming results, solid growth potential and reasonable valuation make it an interesting pick for momentum players and long-term investors

There are few stocks that offer a combination of strong short-term momentum, good yield and excellent future growth prospects. Currently, Expedia Group Inc. (EXPE) is one such stock that is demonstrating all three of these positive characteristics. With brands like Egencia, Wotif, Travelocity, HomeAway, CheapTickets, Hotwire, Trivago, Hotels.com and many more under its umbrella, the travel giant has demonstrated remarkable growth in its top line, profitability and stock price over the years. It continues to operate in a market with immense growth potential and is bound to provide excellent returns to investors over time.

A recap of Expedia’s growth story

92 Views    Ishan Majumdar    2019-01-21 21:04
Fossil posts earnings beat, revenue miss

U.S. stocks retreated on Thursday morning ahead of Federal Reserve November policy statement. The Dow Jones Industrial Average fell 0.09% to 26,150, the S&P 500 index lost 0.34% to 2,804 and the Nasdaq Composite Index slid 0.50% to 7,533.

Shares of Fossil Group Inc. (FOSL) fell more than 7% on Thursday morning before reversing and trading higher. The company posted third-quarter earnings of 19 cents per share on $608.8 million in revenue, reflecting a 11.6% year-over-year decline. The company beat earnings estimates by 29 cents, but fell $7.5 million short of revenue expectations.

“Our third quarter operating performance reflects the

33 Views    Omar Venerio    2018-11-08 17:14
FireEye, TripAdvisor and HubSpot slide on quarterly results

Shares of FireEye Inc. (FEYE) fell after reporting second-quarter results. The company posted adjusted break-even earnings on revenue of $202.69 million, a 5.7% year-over-year increase. The company beat earnings per share estimates by 1 cent and revenue expectations by $1.18 million.

The GAAP gross margin was 67% of revenue, compared to 65% of revenue in the second quarter of 2017. The non-GAAP gross margin was 75%, up from 74% a year agoThe GAAP operating margin, however, was -24% of revenue, but higher than the -

13 Views    Omar Venerio    2018-08-02 20:11
Every two quarters the Macro Ops team spends a week poring over our last six months of trading

"To others, being wrong is a source of shame; to me, recognizing my mistakes is a source of pride. Once we realize that imperfect understanding is the human condition, there is no shame in being wrong, only in failing to correct our mistakes." --Â George Soros (Trades, Portfolio)

"I learned that everyone makes mistakes and has weaknesses and that one of the most important things that differentiates people is their approach to handling them. I learned that there is an incredible beauty to mistakes, because embedded in each mistake is a puzzle, and a

85 Views    Alex Barrow    2018-07-11 14:55
Abercrombie & Fitch fell on weak results

The U.S. stock market traded in the green Friday with the Dow up 200 points, driven by a jobs report that beat expectations. The U.S. economy created 223,000 new jobs in May, making the unemployment rate fall to an 18-year low of 3.8%.

Shares of Abercrombie & Fitch Co. (ANF) fell on Friday trading after the company posted a first-quarter loss of 56 cents on revenue of $730.9 million, which was 10.6% higher than the comparable period. The company beat revenue expectations by $34.25 million and earnings expectations by 21 cents.

Fran Horowitz, the company's CEO, said, "Results exceeded our

42 Views    Omar Venerio    2018-06-01 16:56
Axon Enterprise beat estimates in earnings and revenue

The U.S. stock market traded mixed, at a time the European equities rose, driven by a rally in energy stocks.

Shares of Axon Enterprise Inc. (AAXN) jumped on Wednesday trading after the company posted earnings per share of 32 cents in the first quarter on revenue of $101.2 million, which was 27.7% higher than the comparable period. The company beat revenue expectations by $9.92 million and earnings estimates by 28 cents.

Further, the consolidated gross margin reached 63.7% compared to 61.4% in the first quarter of 2017. The adjusted Ebitda was $21.3 million compared to $10.4 million in the first

22 Views    Omar Venerio    2018-05-09 16:26
Hasbro up despite falling short of estimates

The U.S. stock market traded slightly in the green in Monday pre-market trading while the U.S. dollar rallied against the yen to a three-month high. The U.S. benchmark Treasury yield is almost at 3%.

Shares of Hasbro Inc. (HAS) rose in premarket trading today after the company posted first-quarter earnings per share of 10 cents on revenue of $716.3 million, which was 15.7% lower than the comparable period. The company fell short of estimates by 24 cents in earnings and $103.1 million in revenues.

“The Hasbro teams executed extremely well during a challenging first quarter,” said Brian Goldner, Hasbro’s chairman

47 Views    Omar Venerio    2018-04-23 16:04
Thoughts on rationality

“You don't have to be the Emperor of Japan to get fun out of rationality. If you can avoid a lot of hopeless messes and you can help other people (avoid) a lot of their messes, you can be a very constructive citizen. If you're always rational. Being rational means that you avoid certain things, it's like 'I don't want to go where I'm going to die.' I don't want to go where the standard result is awful.”

-Charlie Munger (Trades, Portfolio) at the 2016 DJCO Meeting

Most of us would agree

537 Views    Grahamites    2018-03-04 01:41
TripAdvisor up on revenue beat

U.S. stocks are in the green amid a recent report of inflation that pushed the stock market to a fifth day of gains. Further, the interest rate of the 10-year bond hit a four-year high.

Shares of TripAdvisor, Inc. (TRIP) gained about 4% on the heels of the company posting its financial results for the fourth quarter. The company reported an annual net sales growth of 1.6% to $321 million, while its adjusted EPS advanced to .6 cents per share. Moreover, the company managed to beat analysts’ estimates by $8.83 million in revenue. The company cash generation allows it to

35 Views    Omar Venerio    2018-02-15 20:40
General Motors tops estimates

U.S. stock indexes rose on Tuesday after a severe selloff on Friday and Monday, which was disconnected from fundamentals.

Shares of General Motors Co. (GM) gained in premarket trading on Tuesday on the back of the company reporting its financial results for the fourth quarter of fiscal 2017. The company posted earnings of $1.65 per share on revenue of $37.7 billion. The company beat earnings estimates of 27 cents and revenue expectations by $1.15 billion. Total revenues declined 5.5% year over year.

For full-year 2017, the company posted adjusted earnings of $6.62 share, an EBIT-adjusted margin of 8.8% and a

40 Views    Omar Venerio    2018-02-06 21:08

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