First and foremost we wanted to wish everyone a happy, healthy, and prosperous new year and thank you for your continued interest in our research. While there was plenty to be pleased about from a...
READ MORE >As we approach year end it seems like a natural process for most investors to evaluate what they got right and what they were wrong about over the past 12-months. We are no different. While...
READ MORE >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...
READ MORE >The point of sale (POS) terminal/credit card acceptance device. In the United States the hardware has become somewhat of an afterthought in the broader point of sale experience at best and at worst a PCI/EMV compliance...
READ MORE >“On the cost reduction efforts….As far as opportunities going forward there aren't a ton of opportunities right now, so we're not throwing another target out there, we're not throwing another bogey out there right now.” 10/24/13 Kevin Modany,...
READ MORE >North American diners seated per restaurant is for OPEN shareholders “the one metric to rule them all” as far as stock price action is concerned. In 2012 when diners seated per restaurant in North America slowed, OPEN shares struggled...
READ MORE >Tick, tick, tick….. From where we sit, it certainly feels like the walls are closing in on COCO as the company’s weak enrollment results, shrinking EBITDA generation, tenuous liquidity position, and...
READ MORE >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...
READ MORE >Only in this environment might some people view an 10% move in a stock as a “relief”, but that is certainly how we feel today with ESI. That’s not to say our conviction in our short thesis has wavered in any...
READ MORE >“It’s real the pain you feel, you trust, you must confess Is someone getting the best, the best, the best of you?”- Foo FightersOften wrong, never in doubt…. If we could use...
READ MORE >“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...
READ MORE >SELL/SHORT
$4
SELL
$50
SELL/SHORT
$45
SHORT
$18
SELL/SHORT
$5
SELL/SHORT
$42
LONG
$75
LONG
$128
SELL/SHORT
$50
SELL/SHORT
$50
LONG
$5.50
SHORT
$50
SHORT
$28
LONG
$65
LONG
$37
PAIR TRADE
$10
PAIR TRADE
$30
LONG
$35
SHORT
$35
SELL/SHORT
$10
SHORT
$101
SHORT
$15
SHORT
$0
SHORT
$9
SHORT
$0
PAIR - LONG BGG/SHORT TTC
25%
PAIR - LONG BGG/SHORT TTC
25%
SHORT
$14.00
SHORT
$22
SHORT
$15
SHORT
$20
SHORT
$31
SHORT
$35
SHORT
$30
PAIR - LONG KNL/SHORT MLHR
25%
SHORT
$100
LONG
$8
LONG
$20
SHORT
$22
PAIR - LONG CSGP/SHORT LOOP
40%
LONG
$35
SHORT
$275
SHORT
$0