Wedgewood Partners, an investment management company, released its third-quarter 2025 investor letter. The letter is available for download here.  AI stocks remain the favorite topic of Wall Street in the third quarter. In the third quarter, Wedgewood Composite’s net return was 5.9% compared to the Standard & Poor’s 8.1%, the Russell 1000 Growth Index’s 10.5%, and the Russell 1000 Value Index’s 5.3% return for the same period. In addition, you can check the fund’s best 5 holdings to know its best picks in 2 ...

TripAdvisor (NASDAQ:TRIP) rose 3.4% as activist investor Starboard Value said the online travel booking company should consider selling itself or selling its TheFork division. Starboard Chief Executive Jeff Smith unveiled his plans for TripAdvisor (NASDAQ:TRIP) at the 13D Monitor ...

By Svea Herbst-Bayliss NEW YORK (Reuters) -Starboard Value CEO Jeff Smith said Tuesday Tripadvisor should consider selling its restaurant booking platform TheFork and possibly the entire company. Smith, speaking at the annual 13D Monitor Active Passive Investment Summit in New York, said Tripadvisor has an "amazing" brand, but "there is a huge opportunity to transform and reimagine the user experience to improve revenue growth." The company allows customers to find and review hotels. Its Viator unit let ...

Dutch technology investor Prosus will buy a 10.1% stake in Indian online travel booking platform Ixigo for 12.96 billion rupees ($146 million), the Indian company said on Friday. ...

公司股价与市值 - 公司当前股价约为140美元 市值约为872.2亿美元 [1] - 公司股价预测到2030年可能达到144.15美元 [1] - 公司股价在过去一年下跌超过12% [1] 公司财务与业务表现 - 公司持续公布稳健的盈利 用户基础和收入增长表现突出 [2] - 公司目前不支付股息 将利润重新投入业务以促进增长 [3] - 公司市盈率高于行业平均水平 暗示股票可能被高估 [5] 行业与市场环境 - 对经济衰退的担忧和利率上升等宏观经济状况加剧了公司股票的波动性 [2] - 在线预订领域竞争加剧以及关键市场潜在的监管障碍是公司未来可能面临的挑战 [5] 未来展望与预测 - 投资者对公司长期增长持乐观态度 特别是疫情后旅游业的复苏 [1] - 预测公司股价在2025年11月可能上涨35.84% 达到184.41美元 [4] - 公司已对平台和运营进行大量再投资 为未来成功奠定基础 [2] - 当前的暂时性下跌可能为具有长期视野的投资者提供买入机会 [6]

行业前景 - 旅游业在未来几年具有巨大增长潜力 尤其在线预订领域 [1] - 行业面临非常有利的趋势 包括居民收入增长和消费习惯转变 [1]