The Library

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Here is where you can find PDF versions of all of our original investment idea reports sorted alphabetically by ticker. You can also find links to all of these reports under the “Initial Investment Idea Write-ups” category on the main page.

ARP

ARP is a Cash Cow

AYI

Shedding Some “Light” On a  New Pair Trade Idea: Long Acuity Brands/Short Hubbell Inc.

BCO

The Brinks Company (BCO): A Safe Place to Keep Your Cash

BGG

One for your traders out there: Short BGG Into Earnings on Thursday

BGG

It’s Still Too Early for BGG, Getting Short Into Earnings as a Trading Call

COCO

COCO’s Bad-Debt Expense Slight of Hand, 25%+ Cohort Default Rates Are Coming, It Appears Regulatory Headwinds are Mounting

CSGP

When the Castle Is Under Siege It Helps To Have a Wide Moat: Long CSGP/Short LOOP

ESI

Whatever Happened to “the More You Learn, the More You Earn”? The Structural Problems with ESI’s Business Model

GCA

Global Cash Access Holdings, Inc.: A Cheap Way to Play a Gaming Recovery

HNI

Generating Returns in an Industry in a Deep Freeze – Long Herman Miller (MLHR)/Short HNI Corporation (HNI)

HUBB

Shedding Some “Light” On a New Pair Trade Idea: Long Acuity Brands/Short Hubbell Inc.

HURN

Huron Consulting Group: An Investment Made with a More Aggressive SEC in Mind

IPSU

Heading back to the sugar shack: Long Imperial Sugar Company (IPSU)

LOOP

When the Castle Is Under Siege It Helps To Have a Wide Moat: Long CSGP/Short LOOP

MLHR

Generating Returns in an Industry in a Deep Freeze – Long Herman Miller (MLHR)/Short HNI Corporation (HNI)

NILE

A Pair Trade with Some Sparkle – Long Signet Jewelers (SIG)/Short Blue Nile (NILE)

RGR/SWHC

The Smoking Gun? It Appears the “Obama Effect” on Firearm Sales Has Started to Wane

SIG

A Pair Trade With Some Sparkle – Long Signet Jewelers (SIG)/Short Blue Nile (NILE)

THQI

THQI: A Way to Play UFC and an Interesting Turnaround Story

TWPG

Getting Back to the Basics In the Capital Markets

WPO

Dear Mr. Bufffet: About Washington Post Company…

ZIPR

Affordability Still Matters, VOLUMES in the Housing Market have Bottomed, In Search of a Forgotten MicroCap