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 mirage rather than a bear-market signal, citing contained credit-spread widening and healthy market breadth. It used cash from Express Scripts, Zoe’s Kitchen and a TripAdvisor trim to raise equity exposure, adding Jefferies, Caesars, Allergan, Booking.com, MTUM and Labcorp while retaining Treasuries, gold and cash. fourth quarter of 2018 BKNG $118BCZR $6BJEF $10B
- Southeastern Asset Management 2Q26 Commentary Longleaf Partners Fund argues that AI-linked market leaders have become detached from cash flow while its concentrated holdings retain upside through operational improvement, valuation rerating and strategic action. The fund added a healthcare company, exited Bio-Rad and sold FedEx Freight after its spinoff, while pressing engagements at Mattel and other investees. 2Q26 ACI $5.7BAVTR $11BCNX $5B
