please act accordingly, independent research firm, compelling investment opportunities and ideas
  Sectors
  Companies Followed
   APOL    ARC    AYI
   BCO    BGG    COCO
   CSGP    DV    ESI
   GCA    HCG.TO    HNI
   HUBB    HURN    ING.PA
   IPSU    KNL    LOOP
   MCRS    MLHR    NA.TO
   NILE    OPEN    RGR
   RON.TO    SIG    SWHC
   THQI    TRLA    TTC
   TWPG    WPO    WWE
   XOXO    Z    ZIPR
   ZU
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

  CSGP: Why Are Investors Excited About CoStar’s Capital Intensive, Margin Dilutive Market Share Grab in Rentals?

“Yeah. I'm not buying that stock [Apartment finder] at that price [14x EBITDA]. I will buy that stock at half that price. -          Andy Florance, CEO CoStar Group, Inc. 4/30/15 Just an observation - it .....

  WWE: Starting to Play the Game? Churn Concerns Continue to Persist

In general as a public company, WWE has done a poor job of managing investor expectations.  Management has yet to fully figure out how to play the game of underpromising and overdelivering.  This dynamic was particularly problematic in 2014.....

  Z: Stretching to Achieve Growth and Shrinking the TAM – Zillow’s Inventory Issues Result in New Policies that Drastically Reduce Agent ROI

For the past year, we have been arguing that Zillow has a major advertising inventory problem.  The growth of the company’s premier agent featured listing program combined with deals Zillow has signed with brokerage firms at sub-optimal le.....

  DV: APOL by Another Name? Lowering Target to $25

We’re thinking of a for-profit education company that operates a large national university with a strong presence in nursing, a big online platform, and a heavy mix of bachelor’s degree students that also owns a group of international uni.....

  Z: Is It Time to Question This Management Team? Taking our Price Objective to $50

Well that was interesting.  This is not our first rodeo in a heavily shorted battleground stock, but for some reason each experience often reveals something new about potential trading action.  Today’s action certainly underscores a well-.....