Adam Lindsay takes a TRIP through the LTRPA bull thesis

from Yet Another Value Podcast · host Andrew Walker

Adam Lindsay, founder and managing partner of Powell Anderson Capital Partners, discusses his bull thesis for Tripadvior (TRIP) and Liberty Tripadvisor (LTRPA). The bull thesis is nuanced, but much of it centers on TRIP's nascent Tripadvisor Plus business, which Adam thinks TRIP is uniquely suited to successfully launch and could drastically change their financials.Adam's email: [email protected]:00 Intro1:30 TRIP Overview6:30 Why is Tripadvisor Plus not Instant Booking 2.0?13:00 How Plus could be a win/win/win22:30 Why can't OTA competitors copy Plus if it works?25:25 TRIP's crown jewel: experiences33:00 Evaluating TRIP's management38:00 Strained analogy comparing Twitter to TRIP40:30 TRIP valuation43:45 TRIP's cost structure going forward50:05 Comparing Liberty Tripadvisor to Tripadvisor55:00 Do TRIP and LTRPA get a "Maffei discount"?

Episode metadata supplied by the publisher feed · Published Jul 14, 2021

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Adam Lindsay takes a TRIP through the LTRPA bull thesis

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