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TripAdvisor Inc. Message Board

  • bal2_2 bal2_2 Jul 24, 2014 2:43 PM Flag

    Seems overvalued here.

    I would think this will test the 80's soon.

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    • I never understood what others saw in Trip. The forward pe was always too high and the competition is high. To compete Trip needs to spend more to compete. They don't own the space. Not even close. You say $80's, I find it remarkable it's not in the 60's. The report was not impressive. They really needed to impress to retain the high multiple.

      • 1 Reply to dr_dr_detroit
      • Hi DrDrDetroit I beg you different. Trip absoultely owns the review space and is by far the most important source of information when people plan their travel. 70% of all travelers rely on reviews to make their decision to book a hotel / restaurant (only beat by pictures). Also, Tripadvisor is the largest travel website in the world, they are bigger than Expedia, Travelocity, Orbitz, Hotwire, Booking etc.

        There is no alternative. The travel marketing space is crowded (Kayak, TripAdvisor, Travelzoo etc..), but if you look closely, all verticals are dominated by a single company unlike OTAs.

        Adding Viator is also great. Not sure why they would go for Viator rather than GetYourGuide, but it's a fantastic match anyway. They'll be able to monetize this in a very big way. This ain't Whatsapp, this is a real business that complements TRIP.

 
TRIP
98.37+0.42(+0.43%)Sep 19 4:00 PMEDT

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