please act accordingly, independent research firm, compelling investment opportunities and ideas
  Sectors
  Companies Followed
   APOL    ARC    AYI
   BCO    BGG    COCO
   CSGP    ESI    GCA
   HNI    HUBB    HURN
   IPSU    KNL    LOOP
   MLHR    NILE    OPEN
   RGR    SIG    SWHC
   THQI    TTC    TWPG
   WPO    WWE    XOXO
   Z    ZIPR
PAA Research

PAA Research, the owner and operator of pleaseactaccordingly.com, is an independent research firm that provides investment ideas backed by extensive fundamental and primary research to professional money managers and high net worth individuals. The company strives to generate action-oriented investment ideas with high absolute return potential.


Recent Reports

  THQI: The Power of One

In April 2009, in our very first report on THQI we wrote the following: “Over the past 15-months, THQI’s stock has declined in excess of 80% in large part due to poor execution by the company in its efforts to target “core gamers.....

  APOL: Closing Out Our Short Idea with a 32% Gain (vs. S&P 500 +11.3%), Core Thesis Remains Intact

On 12/15/11 we introduced APOL as a short idea (see “The Monster is Out of the Cage and APOL’s Secular Decline Begins in Earnest”).  Our thesis at that time was predicated on the following:
  • Demographic trends were .....

  WWE: On the Cusp of Meaningful Content Monetization

It shouldn’t come as a complete surprise that WWE shares traded off over the past three months following 4Q11 results that were in no uncertain terms hugely disappointing and initial guidance for 2012 that was well below consensus forecasts.....

  Z: Zillow Provides a Glimpse of the Future, While Investing In It

Some investors might be perplexed by the strength in Zillow shares after hours.  Yes, the company did report strong 1Q12 results that handily beat estimates.  Yes, the operating metrics delivered in 1Q12 were fantastic and well above what m.....

  OPEN: As Growth Metrics Collapse Investors Are Left to Wonder: Where is the Vision?

Was it really just only 12-months ago that OPEN was the darling of Wall Street?  It seems like another lifetime.  Approximately one year ago to the day, OPEN reported another quarter of 40%+ YOY organic revenue growth and handily topped est.....