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Relief rally? Short covering? Dead cat bounce? Whatever you want to call it, we doubt that today’s robust price action will endure given the challenges that FRPT faces today, tomorrow, next month, in 2026, and realistically in...
READ MORE >Zillow shares are flat more or less on a YTD basis and now trade (-15%) below where the stock did roughly 5-years ago. Remember those days? The absurdities of the iBuying initiative were in full swing and rates were...
READ MORE >We have published our latest SAF SURVEYS which capture feedback from dealers across the country in nine different industries. The survey was sent to respondents over the past two weeks and 100 individual dealers participated. Dealers from the following industries participated in our...
READ MORE >A year ago today, we published our first report on KNSL: “An Insurer of Last Resort Riding an E&S Pricing Wave; Time to Get Short wit ha Price Objective of $230”. We encourage you to read our initial report in which we...
READ MORE >You can read the latest Watch List by click HERE or the link below which will give you access to the full report. The nine best performing long and short ideas from the July 2025 Watch List generated average ALPHA over the past 3-months of...
READ MORE >“We were disappointed that we were not able to close our proposed acquisition of RentPath but believe our time and money was ultimately very well spent in the process. We and RentPath...
READ MORE >Over the past 2-3 weeks, we conducted a survey of dozens of mortgage brokers across the country. The attached report encapsulates the feedback from our proprietary survey including: Volume trends Originator competitive positioning Market and technology spending...
READ MORE >In late June we published a report entitled: “THE WAR FOR RESIDENTIAL REAL ESTATE: A FIERCE BATTLE FOR THE HOME BETWEEN Zillow (Z/ZG), CoStar Group (CSGP), Rocket, inc. (RKT), and Compass Group...
READ MORE >“Trupanion’s product is designed to be used. It is designed with a lifetime per condition deductible and with the pricing at the age of enrollment to ensure that coverage can truly be...
READ MORE >Last Friday, AP VIII Queso Holdings L.P. which will soon be converted into Phoenix Education Partners, Inc. filed an S-1 registration statement for an initial public offering. Phoenix Education Partners primary...
READ MORE >Below please find a link to a report which summarizes the findings from our latest round of SAF Surveys. This month we asked our survey respondents questions about their advertising budgets and marketing strategies in addition to our usual questions related to core KPI's. The report...
READ MORE >“Yes. I mean our pricing is set for the back half of the year. So, we're not going to be adjusting any rates that our members are going to be seeing right now because we set them around a...
READ MORE >“We are continuing to work with regulators to get rate. We have around 40% of our book, if not a little bit more, are priced ahead of the curve. So, what I mean by that is pet parents have got...
READ MORE >“In our view, Zillow has the potential to be a transformative company in the US housing market….Zillow offers a steady stream of high quality leads and customer relationship management...
READ MORE >Three months ago we posed a simple, yet challenging question: Are the revenue growth issues at FRPT secular or cyclical? Following the company’s 2Q25 earning release the answer has become...
READ MORE >We don’t know about you, but the thoughts of Counterpoint Global and Michael Mauboussin were ringing in our ears yesterday during the RKT 2Q25 earnings conference call. In Counterpoint’s seminal...
READ MORE >Below please find a link to our latest monthly series of SAF Surveys. This month we added a series of checks within a new sector: power sports equipment. In addition, we asked the 100+ dealers and independent...
READ MORE >We apologize for the delay in pubishing this quarter's Watch List. You can read the latest Watch List by click HERE or the link below which will give you access to the full report. Our goal is to publish this list some time between the 10th-20th...
READ MORE >“We are continuing to work with regulators to get rate. We have around 40% of our book, if not a little bit more, are priced ahead of the curve. So, what I mean by that is pet parents have got...
READ MORE >In our first report in which we introduced the Buyback Outliers List in December of last year, we argued that those companies with consistent and sizeable buyback programs typically performed better during market downturns even though the relative outperformance of serial stock...
READ MORE >Relief rally? Short covering? Dead cat bounce? Whatever you want to call it, we doubt that today’s robust price action will endure given the challenges that FRPT faces today, tomorrow, next month, in 2026, and realistically in...
READ MORE >Zillow shares are flat more or less on a YTD basis and now trade (-15%) below where the stock did roughly 5-years ago. Remember those days? The absurdities of the iBuying initiative were in full swing and rates were...
READ MORE >We have published our latest SAF SURVEYS which capture feedback from dealers across the country in nine different industries. The survey was sent to respondents over the past two weeks and 100 individual dealers participated. Dealers from the following industries participated in our...
READ MORE >LONG
$126
LONG
$25
SHORT
$52
LONG
$110
SELL/SHORT
$230
LONG
$70
SELL/SHORT
$4
SELL/SHORT
$45
SHORT
$18
SELL/SHORT
$5
SELL/SHORT
$42
LONG
$75
SELL/SHORT
$50
SELL/SHORT
$50
PAIR TRADE
$10
PAIR TRADE
$30
SELL/SHORT
$10
SHORT
$101
SHORT
$15
SHORT
$0
SHORT
$22
