Is TripAdvisor (TRIP) a Potential AI Investment?

Core Insights - Middle Coast Investing's third-quarter 2025 investor letter indicates a strong performance, with its portfolio returning 9.6%, outperforming the S&P 500's 7.8% return [1] - The Core U.S. portfolios achieved a return of 10%, while the Russell 2000, S&P 600, and Nasdaq returned 12%, 8.7%, and 11.2% respectively [1] - European Portfolios appreciated by 5.5% during the same period [1] Company Focus: Tripadvisor, Inc. (NASDAQ:TRIP) - Tripadvisor, Inc. reported a one-month return of -9.91% and a 52-week gain of 11.03%, with shares closing at $16.00 and a market capitalization of $1.858 billion on October 6, 2025 [2] - The company experienced a revenue growth of 7% in Q2 2025, totaling $529 million, which was at the upper end of expectations [3] - Middle Coast Investing sees potential in Tripadvisor's user-generated content and suggests it could enhance its product offerings through AI summarization tools [3] Hedge Fund Interest - Tripadvisor, Inc. was held by 40 hedge fund portfolios at the end of Q2 2025, a decrease from 44 in the previous quarter [3] - Despite acknowledging Tripadvisor's potential, Middle Coast Investing believes that certain AI stocks present greater upside potential with less downside risk [3]