Trip Advisor is about to release earnings. Ponder this Bear Case Scenario for this supposedly hot internet property.
Travel both consumer and business is very cyclical. Therefore revenues will go round on the roller coaster. Trip Advisor reduces everything to a commodity comparison. The high net worth traveller is not catered to. When will they wake up a recognize the dollar potential. comparing 5 stars to 2 star experiences is not the right way to go.
What; a PE north of 30? You must be kidding. What’s left? Apparently not a dividend.
Trip Advisor has so many competitors who are well capitalized and motivated. The game is theirs to lose.
George Gutowski writes from a caveat emptor perspective.