The YouTuber suggests Liberty TripAdvisor Holdings as a long-term buy, citing its strong fundamentals including 77% revenue growth and positive net income after three years of losses. The company generated $400 million in free cash flow and has a net cash positive balance sheet. The upside is seen in the recovery of the TripAdvisor platform, which is expected to return to 100% recovery this year, and its current valuation of 0.07 times sales is considered a bargain.
“Revenue was up 77 last year with net income turning positive after three years of losses the business generated 400 million dollars in free cash flow and has a net cash positive balance sheet that's enough cash to totally cover all the long-term debt I think the big upside here though is with that trip advisor platform it's the world's largest travel platform and is expected to be back to 100 recovery this year”