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TRLA: Nowhere to Go But Down from Here As Traffic Growth Appears Poised to Slow and “True TAM” Penetration Becomes...

October 30th, 2013

It all sounds so intoxicating doesn’t it? To company management (and presumably bulls on the stock) Trulia is a leading rapidly growing mobile based residential real estate search platform...

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TRLA: A Storm Is Brewing Between Brokers and MLS’s, Assessing the Potential Collateral Damage for TRLA and Z

October 10th, 2013

“There’s something brewing here that really makes me think that the people in this room need to rethink their role.  Some of you[MLS representatives]  may be in denial. You don’t know that there’s a...

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TRLA: 2Q13 Had More Signposts of Our Short Thesis Then You Might Think, Desktop User Growth is Collapsing – Canary in...

August 1st, 2013

“There’s a party going on right here, a celebration to last through the years….”Kool & the GangIn retrospect it all seems so simple doesn’t it? Let’s play a short game of check this...

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TRLA: All Listings Aggregators Are Not Created Equal, Time to Get Short

June 7th, 2013

It seems to happen all of the time in growth industries, particularly among small and mid-cap companies.  A leader in said growth industry goes public, creates a successful track record, which engenders investor enthusiasm about the company and...

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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