Added to YB: 2026-06-18
Pitch date: 2026-06-15
TRIP [bullish]
Tripadvisor, Inc.
+1.99%
current return
Author Info
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Company Info
Tripadvisor, Inc., an online travel company, engages in the provision of travel guidance products and services worldwide.
Market Cap
$1.5B
Pitch Price
$12.56
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.84
P/E
81.36
EV/Sales
0.86
Sector
Interactive Media and Services
Category
special_situation
Tripadvisor ($TRIP) – Focus on Valuation and Short Squeeze
TRIP: SOTP anomaly + short squeeze setup. TheFork sold to Amex for $700M cash (stock +14% to $14.20). Pro-forma net liquidity ~$637M leaves Viator (~$1B rev) + hotels valued at only ~$800M. 37% short interest, 12-15 days-to-cover. Convert dilution risk zeroed Apr 2026. Buyback catalyst at Q2 (Aug 6); Starboard activist on board.
Read full article (3 min)