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Z: All About the Metrics

August 8th, 2012

Zillow shares traded off sharply after hours yesterday following earnings results that were good, but perhaps not strong enough relative to “whisper numbers”.  Additionally, the company filed a shelf offering which included the option for significant stock holders to sell as much as 3.6MM...

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My Interview in Barron's

July 1st, 2012

In case you missed it, I recently had the opportunity to speak with Leslie Norton of Barron's about PAA Research, our approach to idea generation, and some of our latest thoughts on for-profit education, payment processing and OPEN, Z, BGG, and TTC.  You can find the full interview HERE.

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Z: Zillow Provides a Glimpse of the Future, While Investing In It

May 3rd, 2012

Some investors might be perplexed by the strength in Zillow shares after hours.  Yes, the company did report strong 1Q12 results that handily beat estimates.  Yes, the operating metrics delivered in 1Q12 were fantastic and well above what most...

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700+ Real Estate Agents Can’t Be Wrong. The Housing Market Is On the Cusp of a Sustained Recovery. Getting Long Zillow

May 1st, 2012

This is a report about housing. This is also a report about a company that has the potential to transform the home purchase process in the US.  Every Spring for each of the past three years we have...

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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