Log In

ZU: It Really Was Blue Nile Redux, Closing out ZU Short Idea with a 55.9% Gain, 64.6% Alpha Generation

February 13th, 2015

Approximately 6-months ago we introduced ZU as a short idea. At that time our thesis was as follows: Zulily’s TAM is HUGELY overstated. Bulls make the case that the markets in which Zulily participates generated...

READ MORE >

ZU: Does ZU Have an Inventory Problem? 40,000+ SKU’s of “Ready to Ship” Items Might Be Sitting in Their...

December 11th, 2014

“We operate a minimal inventory, intermediary model where we typically take customer orders before we purchase inventory from our vendors”-          ZU S-1 filing 11/13/13Much like NILE...

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