Tripadvisor: Why I'm Underwriting Tail Risk At $7.00 To Harvest 21% Annualized Yield
Tripadvisor's stock is currently trading at a significant discount, presenting a potential investment opportunity. The author discusses the strategy of underwriting tail risk at a price of $7.00 to achieve an annualized yield of 21%. The analysis suggests that upcoming governance changes and a catalyst from Starboard may unlock further value for investors.
- ▪Tripadvisor's stock trades at a 70% discount to its conservative sum-of-the-parts valuation.
- ▪The author is underwriting tail risk at $7.00 to target a 21% annualized yield.
- ▪Governance improvements and a potential catalyst from Starboard are expected to unlock value.
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