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XOXO: 4Q11 Results Demonstrate Why This Remains One of Our Favorite Names in the Internet Space, Taking Price Objective...

February 17th, 2012

Humor us for a moment and allow us to walk you through a sequence of events that occurred for a company for the past 12-months.  For the moment we will not reveal the name of the company (but at...

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KNOT: Ecommerce Issues Aside, Revenue Growth is Accelerating

May 6th, 2011

Make no mistake, KNOT’s 1Q11 results provide further evidence that the company’s efforts to improve monetization of their major media platforms have started to result in accelerated revenue growth.  However, KNOT reported 1Q11 results that fell short of...

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KNOT: Evaluating the Financial Impact of KNOT’s Entrance into the Group Buying Space

March 29th, 2011

In August of 2010, KNOT introduced daily deal offerings on its weddingchannel.com site in 7 markets. Generally speaking the KNOT’s Daily Deals offering includes products and services related to the preparation for (dance lessons,...

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KNOT: 4Q10 Results Highlight Growth Acceleration

February 10th, 2011

KNOT reported 4Q10 results that were more or less inline with our expectations and above consensus estimates. The company’s 4Q10 results further validated our thesis that KNOT reached a critical inflection point in 2H10 and is poised to generate accelerated revenue...

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KNOT: 4Q10 Results Should Highlight Acceleration in Growth, Exceed Consensus Estimates

February 9th, 2011

KNOT will report 4Q10 earnings results after the market close on Thursday, February 10th.  We expect the company’s 4Q10 results will further validate our thesis that KNOT reached a critical growth inflection point in the second...

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KNOT: 3Q10 Revenue Shortfall Belies Significant Topline Acceleration Heading Into 4Q10, 2011

November 4th, 2010

Approximately 5-months ago we introduced KNOT as a long investment idea.  At that time our primary thesis was as follows: KNOT still has leading media and ecommerce franchises serving large end-markets. The company has just...

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KNOT: From Branding to Monetization, Raising our FY11 Estimates

September 29th, 2010

We introduced KNOT as a long idea approximately 3-4 months ago based on the following: KNOT still has leading media and ecommerce franchises serving large end-markets. The company has just started to scratch the surface of its market opportunity. We...

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KNOT: Too Cheap "KNOT" To Own

June 21st, 2010

At a time when the US housing market remains in recession (and by proxy the US economy), the benefits of global monetary and fiscal stimulus have started to fade away, and sovereign debt fears cast a long shadow, we have focused on identifying long ideas that are US based companies that...

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