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“Analysts tend to be cheer-leaders for corporate re-purchase programs. In my view, these programs only make sense under one condition – the company is buying back shares that are significantly under-valued. Most management teams have demonstrated the total...
READ MORE >“The Aflac Pet Insurance Powered by Trupanion program plans are administered as a voluntary benefit to employees and generally available for selection once per year. Given we first introduced...
READ MORE >“When someone shows you who they are, believe them the first time” - Maya Angelou Imagine a company that SLASHED prices on its core product four times in a period of less...
READ MORE >Well, we can’t help ourselves, we’re going to ask: What about the company’s 3Q24 earnings warranted a 44.0% gain in TRUP shares since the company reported 2Q24 results? Yes, we hear you. You...
READ MORE >“We haven't decided how we'll report that next year as of yet. If it's more helpful to the market, we'll show it that way..” - Bryan Fairbanks, CEO Trex Company, Inc.. 10/24/24. 3Q24...
READ MORE >“Don't shut it off. I'm warning you.” Peter Venkman. Ghostbusters. Reitman, Ivan. Performances by Bill Murray. Columbia-Delphi Pictures. 1984 Our journey in BYON over the past 4-5 years has been for brief periods of time...
READ MORE >“Earthquake insurance is something I'm keen to take a whack at…collect premiums for a gazillion years, and if the big one ever does hit, declare bankruptcy and retire” Caton-Jones,...
READ MORE >The report below outlines feedback from our latest survey of lighting agents across the country.
READ MORE >After listening to TRUP’s management team drone on for 3-4 hours yesterday afternoon, one singular word keeps ringing through our heads: ENTITLEMENT. Not to worry, this note is not about to devolve into...
READ MORE >This is a lengthy follow-up report to our initial note on Freshpet, Inc.
READ MORE >Let’s start with an honest question: Why are TRUP shares up 50% in the past 3-months?It’s a perplexing dynamic. Presumably, the company’s 2Q24 results and outlook would have...
READ MORE >Let’s put ourselves in the shoes of a TREX investor this morning. You walked into the office yesterday thinking that TREX was one of the best secular growth stories in the industrial complex...
READ MORE >“Freshpet strengthens the bond between people and our pets so that we both live longer, healthier and happier lives while being kind to the planet” Freshpet Investor Presentation...
READ MORE >It’s been a quiet couple of months since the abrupt short squeeze (orchestrated) in TRUP shares in mid-to-late May. Anecdotally, inbound calls on the name have subsided and the stock has bounced between...
READ MORE >Assessing the winners and losers following the NAR settlement as we ask how Zillow or CoStar can win. Putting residential real estate services to the "Bezos Test" as we try to identify what changes and more importantly what...
READ MORE >TRUP shares have rallied an astonishing 50%+ over the past two-weeks. Just as the stock appeared poised to “break down” technically speaking, an unexpected sequence of events caused...
READ MORE >For the past week, we’ve been wondering why EXPI shares rallied roughly 20% following the company’s 1Q24 earnings release. Yes the results were better than expected but the KPIs, notably...
READ MORE >“And the comment that I'm making has more do with the amount of capacity that all the wood/plastic composite manufacturers have added over the years, and there's a number of smaller participants in...
READ MORE >We’re exhausted, so if you’re reading this and you’ve been a long time BYON shareholder then we know that you’re beyond spent. We initially wrote up BYON/OSTK nearly 5-yaers ago. In that time, the stock crossed $100 on three separate occasions, doubled off its...
READ MORE >“And as we start to see our margins expand, we will put the foot on the accelerator in terms of our overall pet acquisition, and we'll start to see that number moving in the right...
READ MORE >“Analysts tend to be cheer-leaders for corporate re-purchase programs. In my view, these programs only make sense under one condition – the company is buying back shares that are significantly under-valued. Most management teams have demonstrated the total...
READ MORE >“The Aflac Pet Insurance Powered by Trupanion program plans are administered as a voluntary benefit to employees and generally available for selection once per year. Given we first introduced...
READ MORE >“When someone shows you who they are, believe them the first time” - Maya Angelou Imagine a company that SLASHED prices on its core product four times in a period of less...
READ MORE >SELL/SHORT
$230
LONG
$70
SELL/SHORT
$4
SELL
$50
SELL/SHORT
$45
SHORT
$18
SELL/SHORT
$5
SELL/SHORT
$42
LONG
$75
SELL/SHORT
$50
SELL/SHORT
$50
SHORT
$50
PAIR TRADE
$10
PAIR TRADE
$30
SELL/SHORT
$10
SHORT
$101
SHORT
$15
SHORT
$0
SHORT
$14.00
SHORT
$22
SHORT
$100
