Home » Stocks » Bull Case for Travel spending and therefore perhaps TripAdvisor $TRIP

Bull Case for Travel spending and therefore perhaps TripAdvisor $TRIP

TripAdvisor benefits from a network effect which grows exponentially stronger over time and creates enormous returns on invested capital.

Revenue growth is poised to accelerate in real time due to increase in the value of clicks on their sites.

There is considerable leverage in the business model. As revenues continue to accelerate more bottom line will be created as margins expand.

The price of fuel has dropped dramatically making travel a cheaper more affordable option. TripAdvisor will enjoy increasing usage.

 

George Gutowski writes from a caveat emptor perspective.

 

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