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WWE: As We Move Beyond “Proof of Concept” for the Network the Second Phase of Growth Comes Into Focus, Raising...

March 31st, 2014

Was it really only 6-months ago that WWE shares were languishing at multi-year lows and trading 100-200,000 shares a day?  My how things have changed.  In a mere 180 days, WWE shares have now...

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WWE: The “Mark to Market” Could Be Higher Than Previously Thought, Raising Target to $35

February 21st, 2014

We’re going to spare you any comments on WWE’s 4Q13 earnings results. If today’s stock price action is any guide, it appears investors have deemed them irrelevant.  All eyes at this point are on two things: 1) the...

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WWE: Massive Content Monetization Is Here, Raising Target to $23

January 14th, 2014

“You‘ve got to start with the customer experience and work back toward the technology - not the other way around.”-Steve JobsIn the end, it appears the WWE Network will be nothing short of fantastic for WWE fans and the company’s stakeholders. ...

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WWE: The Network is Coming (Finally) – Assessing the Potential Risks and Rewards

December 5th, 2013

This time we really mean it…  After a number of false starts, misdirected rumors, and management mis-steps (we’re of the belief that at some point in the past 3-years there was the potential for a traditional network launch), it...

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WWE: Navigating the Pathway to $200MM in EBITDA, Taking Our Price Target to $19

September 18th, 2013

It’s not every day that the CEO of a publicly traded company offers us the opportunity to put him in a “hammerlock” if the company does not achieve its stated financial objectives.    WWE management has expressed an incredible...

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Current Ideas

EXPI

SELL/SHORT

$4

HUSQ.B

SELL

$50

UFPI

SELL/SHORT

$45

TREX

SHORT

$18

PRDO

SELL/SHORT

$5

STRA

SELL/SHORT

$42

CWH

LONG

$75

OSTK

LONG

$128

CM

SELL/SHORT

$50

RY

SELL/SHORT

$50

ARC

LONG

$5.50

AYI

SHORT

$50

BIG

SHORT

$28

WWE

LONG

$65

XOXO

LONG

$37

RLGY

PAIR TRADE

$10

RDFN

PAIR TRADE

$30

BCO

LONG

$35

ING.PA

SHORT

$35

TRUP

SELL/SHORT

$10

CTC

SHORT

$101

ATGE

SHORT

$15

HCG.TO

SHORT

$0

RON.TO

SHORT

$9

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

ZU

SHORT

$15

TRLA

SHORT

$20

MCRS

SHORT

$31

APOL

SHORT

$35

OPEN

SHORT

$30

KNL

PAIR - LONG KNL/SHORT MLHR

25%

CSGP

SHORT

$100

GCA

LONG

$8

IPSU

LONG

$20

MLHR

SHORT

$22

LOOP

PAIR - LONG CSGP/SHORT LOOP

40%

THQI

LONG

$35

WPO

SHORT

$275

COCO

SHORT

$0

HNI

SIG

RGR