Simple Qualitative
Long/short equity, growth

Take A Trip To The Travelzoo

In this article I would like to talk about a company that has been on my personal watchlist for a few years now. The company, Travelzoo (NASDAQ:TZOO), which some of you may remember from the daily deals bubble, is well off the highs seen around $100 per share in the months leading up to Groupon's (NASDAQ:GRPN) 2011 initial public offering. At the time, anything and everything associated with the daily deals space caught a bid - valuations didn't matter, it was the dotcom bubble all over again.

During this time shares of Travelzoo rose drastically from $40 per share to above $100 as the media, analysts and TV personalities, including Jim Cramer, pumped the stock on...

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