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Tripadvisor: Why I’m Underwriting Tail Risk At $7.00 To Harvest 21% Annualized Yield

Published

3 hours ago

16 May 2026

Tripadvisor: Why I’m Underwriting Tail Risk At $7.00 To Harvest 21% Annualized Yield

About Mosiv CapitalMosiv Capital is a proprietary investment firm rooted in the fundamentalist principles of Benjamin Graham and the early partnerships of Warren Buffett. Founded by a veteran engineer with 30 years of R&D expertise in power electronics and two decades of global investment experience, we deconstruct intrinsic business value with engineering-like rigor. Our core mandate is singular: to generate absolute returns that are entirely uncorrelated to macroeconomic conditions.Our Core Strategy Matrix: Dislocation & Niche Focus: We target small- and mid-cap equities, hunting for severely mispriced assets that exist strictly within the blind spots of large institutional capital.Special Situations & Event-Driven: We do not speculate on price action. We extract deterministic, structural returns through contrarian investing and event-driven arbitrage.Tail-Risk Underwriting: Operating strictly with zero leverage, we utilize options to harvest high market volatility, effectively executing a dual arbitrage strategy across both valuation and volatility.The Disciplined Acquirer: We do not gamble. By systematically underwriting cash-secured puts, every option trade is fully cash-backed. We stand ready—and eager—to take full assignment of distressed assets at deeply discounted strike prices.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of TRIP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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ImmunityBio secures exclusive U.S. rights to Tokyo BCG strain

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5 minutes ago

16 May 2026

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ImmunityBio secures exclusive U.S. rights to Tokyo BCG strain

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Earnings call transcript: Gladstone Land Q1 2026 results show mixed performance

Published

12 minutes ago

16 May 2026

NewsAdmin

Earnings call transcript: Gladstone Land Q1 2026 results show mixed performance

Business

Tata Steel Limited (TATLY) Q4 2026 Earnings Call Transcript

Published

18 minutes ago

16 May 2026

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Tata Steel Limited (TATLY) Q4 2026 Earnings Call May 16, 2026 5:30 AM EDT

Company Participants

Samita Shah – Vice President of Corporate Finance, Treasury & Risk Management
Thachat Narendran – CEO, MD & Executive Director
Koushik Chatterjee – CFO & Executive Director

Conference Call Participants

Sumangal Nevatia – Kotak Securities (Institutional Equities)
Satyadeep Jain – AMBIT Capital Private Limited, Research Division
Alok Deora – Motilal Oswal Securities Limited, Research Division
Pallav Agarwal – Antique Stockbroking Ltd., Research Division
Pinakin Parekh – HSBC Global Investment Research
Indrajit Agarwal – CLSA Limited, Research Division
Tarang Agrawal – Old Bridge Capital Management Private Limited
Amit Dixit – Goldman Sachs Group, Inc., Research Division
Ashish Kejriwal – Nuvama Wealth Management Limited, Research Division
Ritesh Shah – Investec Bank plc, Research Division

Presentation

Operator

Ladies and gentlemen, good day, and welcome to the Tata Steel Analyst Call. Please note that this meeting is being recorded. [Operator Instructions]

I would now like to hand the conference over to Ms. Samita Shah. Thank you, and over to you, ma’am.

Samita Shah
Vice President of Corporate Finance, Treasury & Risk Management

Thank you, Kinshuk. Good afternoon, everyone on this Saturday afternoon, and welcome to our call to discuss our results for the fourth quarter and the full year financial year FY ’26. We have with us Mr. Narendran, our CEO and Managing Director; and Mr. Chatterjee, our Executive Director and CFO. They will make a few opening comments, and then we will take any questions you may have.

As always, the discussion will be covered by the safe harbor clause on the first page of our presentation. I hope you’ve had a chance to go through the presentation which was uploaded on our website yesterday.

So with that, I will request Naren to make a few opening comments. Thank you.

Thachat Narendran
CEO, MD & Executive Director

Business

How much additional firepower does Japan have for yen-buying intervention?

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25 minutes ago

16 May 2026

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How much additional firepower does Japan have for yen-buying intervention?

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ZOZO, Inc. 2026 Q4 – Results – Earnings Call Presentation (OTCMKTS:SRTTY) 2026-05-16

Published

39 minutes ago

16 May 2026

NewsAdmin

Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage. The purpose of this profile is to allow us to share with our readers new transcript-related developments. Thanks, SA Transcripts Team

Business

QQQI: The Most Popular 13%-Yielding Tech ETF Nobody Should Be Buying

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16 May 2026

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Amazon: Sell Before The Cash Flow Gets Worse

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57 minutes ago

16 May 2026

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Kyivstar Group Ltd. (KYIV) Q1 2026 Earnings Call Transcript

Published

1 hour ago

16 May 2026

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Operator

Hello, and welcome to Kyivstar’s 1Q ’26 Results Presentation. [Operator Instructions] As a reminder, this conference is being recorded today. [Operator Instructions]

Cole Akeson, you may begin.

Cole Akeson
Group Director of Investor Relations

Thank you. Good afternoon, and good morning. Thank you all for joining us to discuss Kyivstar Group’s or Kyivstar’s first quarter results. I am Cole Akeson, Group Director for Kyivstar Investor Relations. Joining me today are Kaan Terzioglu, Chairman of the Board; Oleksandr Komarov, the CEO; Boris Dolgushin, our CFO; and Anand Ramachandran, Chief Corporate Development Officer for VEON. Oleksandr will begin with strategic and operational highlights, followed by Boris with a review of our financial performance. We will then open the line for questions.

Before we begin, please note that today’s presentation contains forward-looking statements, which involve risks and uncertainties. Further details are available in our SEC filings, including our Form 20-F filed March 16, 2026. Our earnings release and presentation are available on our Investor Relations website.

With that, I’ll hand over to Oleksandr.

Oleksandr Komarov
President

Thank you, Cole. Hello, everyone. We started 2026 with strong execution. Our telecom core is resilient. Our digital ecosystem is scaling. The 2 businesses fit each other.

Let

Business

Avax One Technology Ltd. (AVX) Q1 2026 Earnings Call Transcript

Published

1 hour ago

16 May 2026

NewsAdmin

Operator

Good afternoon, everyone and thank you for participating in today’s conference call to discuss Avax One’s financial and operating results for the first quarter ended March 31, 2026. Joining us today are the company’s Chief Executive Officer, Jolie Kahn; and Chief Financial Officer, Chris Polimeni.

By now, everyone should have access to Avax’s First Quarter 2026 earnings press release, which was issued earlier this afternoon at approximately 4:05 p.m. Eastern Time. The release is available in the Investor Relations section of the company’s website at www.avax-one.com. This call will also be available for webcast replay on the company’s website.

Following management’s remarks, we’ll open up the call for your questions. Please be advised this conference call will contain statements that are considered forward-looking statements under the Private Securities Litigation Reform Act of 1995. These forward-looking statements are subject to certain known and unknown risks and uncertainties as well as assumptions that could cause actual results to differ materially from those reflected in these forward-looking statements. These forward-looking statements are also subject to other risks and uncertainties that are described from time to time in the company’s filings with the SEC. Do not place undue reliance on any forward-looking statements, which are being made only as of the date of this call, except as required by law, the company undertakes no obligation to publicly update or revise any forward-looking statements.

For important risks and assumptions associated with such forward-looking statements, please refer to the company’s SEC filings. Now over to you, Jolie.