Blogs · r/ValueInvesting · /u/variraptor
I am loading up on Trivago - the hotel metasearch business. Here is the data and thesis.
TLDR: Debt-free, ~$33M of 2026 Adjusted EBITDA guided, six straight quarters of double-digit revenue growth, ~$299M market cap (~$162M enterprise value). Net out the ~$137M of cash — under 5x forward Adjusted EBITDA —…