Log In

WWE: Starting to Play the Game? Churn Concerns Continue to Persist

April 30th, 2015

In general as a public company, WWE has done a poor job of managing investor expectations.  Management has yet to fully figure out how to play the game of underpromising and overdelivering.  This dynamic was particularly problematic in 2014 when...

READ MORE >

WWE: 1.3MM Subs With Lackluster Creative? Wrestlemania Could Mark the Beginning of a Creative Upturn

March 30th, 2015

Today wrestling fans across the country are rejoicing over what many have deemed “the best Wrestlemania ever”.  Following months of complaining from WWE’s legion of vociferous fans on social media and various...

READ MORE >

WWE: Now With 1MM Subs the Network Once Again Becomes a “Free Call Option” Even As the Core Business Remains...

January 27th, 2015

Admittedly we walked into our offices Monday morning wondering if shares of WWE would come under pressure following a negative response from a vocal, but apparently small subsection of the...

READ MORE >

WWE: Framing Expectations Heading Into 3Q14 Earnings; The Bar Has Been Lowered More Than You Might Think

October 28th, 2014

In the context of the volatility in WWE shares thus far this year, the 20% trading range for the stock over the past three months can only be described as tranquil.  Perhaps more importantly the relative amount of...

READ MORE >

Current Ideas

CTC

SHORT

$101

ATGE

SHORT

$15

AYI

SHORT

$108

HCG.TO

SHORT

$0

RON.TO

SHORT

$9

BIG

SHORT

$28

ESI

SHORT

$0

BGG

PAIR - LONG BGG/SHORT TTC

25%

TTC

PAIR - LONG BGG/SHORT TTC

25%

Z

SHORT

$14.00

NA.TO

SHORT

$22

ING.PA

SHORT

$35

ZU

SHORT

$15

TRLA

SHORT

$20

MCRS

SHORT

$31

APOL

SHORT

$35

OPEN

SHORT

$30

BCO

LONG

$35

WWE

LONG

$25

KNL

PAIR - LONG KNL/SHORT MLHR

25%

XOXO

LONG

$20

CSGP

SHORT

$100

GCA

LONG

$8

IPSU

LONG

$20

MLHR

SHORT

$22

ARC

LONG

$12.50

LOOP

PAIR - LONG CSGP/SHORT LOOP

40%

THQI

LONG

$35

WPO

SHORT

$275

COCO

SHORT

$0

HNI

SIG

RGR