Letters by company

TripAdvisor, Inc.

2 letters discussing TRIP. Everything written about it on this site is on its ticker page.

Grey Owl Capital Management Fata Morgana Grey Owl Capital Management treated the fourth-quarter sell-off as a buying opportunity, adding to Jefferies, Allergan, Booking.com, Labcorp and the MSCI Momentum ETF while initiating Caesars Entertainment. It cut TripAdvisor after improved network economics and attractions growth, arguing that credit spreads and market breadth did not warrant a more defensive stance. fourth quarter of 2018 — JEF $12BTRIP $1.2BAGN delistedBKNG $158B
Southeastern Asset Management 2Q26 Commentary Longleaf Partners Fund argues that speculative AI-linked market leaders have become detached from cash-flow fundamentals while its lower-multiple holdings offer greater upside with less risk. The fund engaged with Mattel and supported changes at Fortune Brands, while adding a new healthcare position, exiting Bio-Rad, and selling spun-off FedEx Freight above appraisal. 2Q26 +3.9% ACI $6.1BAVTR $9.4BCNX $5.4BFBIN $5.4B