“….but I do want to remind everybody that CoStar has shown again and again and again that we are able to reduce costs after an investment initiative. We are very good at that and we need credit for that.” Andy...
READ MORE >In the 45-50 minutes of prepared remarks from CSGP’s management on the company’s 4Q15 earnings conference call, it was quite clear Andy Florance and co. were hoping to accomplish the...
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 >We cannot think of a better testament to the skill and guile of ARC’s current management team than the chart below. In it we compare ARC’s aggregate free cash flow generation over the past five...
READ MORE >Admittedly when we founded PAA Research, investment recommendations like what BCO has become for us, were exactly what we’re trying to avoid. Our absolute return focus and strict adherence to loss...
READ MORE >We remain as enthusiastic as ever about the share appreciation prospects for BCO. In the 2-years since we first introduced the BCO as an investment idea the stock has barely budged even though the company is on track to generate EBITDA...
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