Tag Archives: TWPG

Traditional Capital Markets Activity Continues Its Recovery, TWPG Remains Well Positioned to Benefit

January 25, 2010 – 4:39 pm

In our original report on Thomas Weisel Partners entitled “Getting Back to the Basics in the Capital Markets” we argued that TWPG shares were poised to witness considerable upside based on growing momentum in traditional capital markets activity such as equity underwriting and increasing evidence that M&A volumes were poised to rise sharply.  Thus far [...]

By PAA Research | Posted in Financial Services | Also tagged | Comments (0)

PAA Research SMid Cap Portfolio Update

December 21, 2009 – 1:54 am

We wanted to provide you with an update on the performance of our SMid Cap portfolio, which we introduced on 9/3/09. As a reminder this is a “mock” portfolio with an initial value of $100 million. We plan to manage the portfolio like a long/short equity hedge fund.
Here are the highlights of the performance since [...]

By PAA Research | Posted in SMID Cap Portfolio | Also tagged , , , , , , , , , , , | Comments (0)

PAA Research SMid Cap Portfolio Update

December 2, 2009 – 2:45 am

We wanted to provide you with an update on the performance of our SMid Cap portfolio, which we introduced on 9/3/09. As a reminder this is a “mock” portfolio with an initial value of $100 million. We plan to manage the portfolio like a long/short equity hedge fund.
Here are the highlights of the performance since [...]

By PAA Research | Posted in SMID Cap Portfolio | Also tagged , , , , , , | Comments (1)

PAA Research SMid Cap Portfolio Update

November 17, 2009 – 12:42 am

We wanted to provide you with an update on the performance of our SMid Cap portfolio, which we introduced on 9/3/09. You can find our initial report here. As a reminder this is a “mock” portfolio with an initial value of $100 million. We plan to manage the portfolio like a long/short equity hedge fund.
Here [...]

By PAA Research | Posted in Uncategorized | Also tagged , , , , , , , , , , , | Comments (0)

Deal Activity, Recovery in Venture Capital, and Insider Buying All Suggest Better Times Ahead for TWPG

November 11, 2009 – 6:21 pm

In our report entitled: “Getting Back to the Basics in the Capital Markets – Long TWPG“, we argued that TWPG shares could see considerable upside over the next 6-9 months based on the following:

Even if the economy does not improve meaningfully in the next 12-months, capital markets activity will.
TWPG has taken advantage of the downturn to [...]

By PAA Research | Posted in Financial Services | Also tagged , , , | Comments (0)

PAA Research SMid Cap Portfolio Update, Closing Out BGG Short Trade Idea with a 7.4% Gain

November 2, 2009 – 3:28 am

We wanted to provide you with an update on the performance of our SMid Cap portfolio, which we introduced on 9/3/09.  You can find our initial report here.  As a reminder this is a “mock” portfolio with an initial value of $100 million.  We plan to manage the portfolio like a long/short equity hedge fund.
Overall [...]

By PAA Research | Posted in SMID Cap Portfolio | Also tagged , , | Comments (0)

Getting Back to the Basics in the Capital Markets – Long TWPG

September 17, 2009 – 8:08 am

It’s hard to believe that it was only 11-months ago when the TED Spread, LIBOR-OIS spread and the “VIX” all made multi-year, if not all-time highs.  Each of those barometers of anxiety and fear in the financial system now rest at lows for the past 12-18 months. There are other measures that confidence in the [...]

By PAA Research | Posted in Financial Services, Initial Investment Idea Write-ups, Long Ideas | Also tagged , , , , , , , , , , | Comments (0)

In Case You Missed It: The Eleven Quotes that Matter from This Earnings Season

August 2, 2009 – 1:01 pm

Despite the ongoing recession and carnage ongoing in the labor market, the 2Q09 earnings season in many respects has been nothing short of spectacular.  According to the Wall Street Journal, 337 companies in the S&P 500 have already reported.  Of these companies, 74% beat earnings expectations, 9% reported inline results and 17% actually missed earnings.  [...]

By PAA Research | Posted in Market Thoughts | Also tagged , , , , , , , , , , , , , , , , , , , , , , , | Comments (1)