For a long time we lamented the lack of “appreciation” among investors for the strength of XOXO’s key franchises, the company’s robust free cash flow prospects, and the tremendous growth potential of its...
READ MORE >Heading into XOXO’s 3Q12 earnings release we thought we knew the following: The Knot and the Bump franchises remained incredibly strong from a consumer engagement perspective Investors had...
READ MORE >Humor us for a moment and allow us to walk you through a sequence of events that occurred for a company for the past 12-months. For the moment we will not reveal the name of the company (but at...
READ MORE >Make no mistake, KNOT’s 1Q11 results provide further evidence that the company’s efforts to improve monetization of their major media platforms have started to result in accelerated revenue growth. However, KNOT reported 1Q11 results that fell short of...
READ MORE >In August of 2010, KNOT introduced daily deal offerings on its weddingchannel.com site in 7 markets. Generally speaking the KNOT’s Daily Deals offering includes products and services related to the preparation for (dance lessons,...
READ MORE >KNOT reported 4Q10 results that were more or less inline with our expectations and above consensus estimates. The company’s 4Q10 results further validated our thesis that KNOT reached a critical inflection point in 2H10 and is poised to generate accelerated revenue...
READ MORE >KNOT will report 4Q10 earnings results after the market close on Thursday, February 10th. We expect the company’s 4Q10 results will further validate our thesis that KNOT reached a critical growth inflection point in the second...
READ MORE >Approximately 5-months ago we introduced KNOT as a long investment idea. At that time our primary thesis was as follows: KNOT still has leading media and ecommerce franchises serving large end-markets. The company has just...
READ MORE >We introduced KNOT as a long idea approximately 3-4 months ago based on the following: KNOT still has leading media and ecommerce franchises serving large end-markets. The company has just started to scratch the surface of its market opportunity. We...
READ MORE >At a time when the US housing market remains in recession (and by proxy the US economy), the benefits of global monetary and fiscal stimulus have started to fade away, and sovereign debt fears cast a long shadow, we have focused on identifying long ideas that are US based companies that...
READ MORE >SELL/SHORT
$230
SELL/SHORT
$55
LONG
$70
SELL/SHORT
$4
SELL
$50
SELL/SHORT
$45
SHORT
$18
SELL/SHORT
$5
SELL/SHORT
$42
LONG
$75
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