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“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 >Below is a link to our latest "SAF Surveys". We conduct these survey EVERY month. The report includes actionable trade ideas based on the feedback, high level conclusions, and industry specific findings. We have surveyed approximately 80 dealers and retailers across the...
READ MORE >We are introducing Z/ZG and RKT as long idea and CSGP, FAF, and STC as short ideas. This report is backed by feedback from more than 60 real estate agents and includes a comprehensive analysis of...
READ MORE >First a little anecdote. As we searched for a file in our TTC folder this morning, we decided to open up a brief note we published FOURTEEN years ago in the early days of PAA Research. At the...
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 pricing in place that...
READ MORE >We are introducing a new research product this morning: the "SAF Surveys". We have conducted a survey of roughly 70 dealers across a variety of industries including: Construction equipment dealers Outdoor power...
READ MORE >It’s never a good sign when a supposed leader in the US real estate industry begins the prepared remarks for the conference call with a discussion of market launches in PERU and TURKEY during the quarter. In theory, EXPI...
READ MORE >Let’s not forget how the year started with Freshpet The management team always comes off as affable and forthcoming, when things are going well…. Starting back in early January, FRPT management elected not to include a new slide deck as part of...
READ MORE >If we take one giant step back and remove ourselves from the “weeds” of Trupanion, the one conclusion we can make about the company’s earnings results is that it was simply...
READ MORE >In what can only be described as a pyrrhic victory, we were modestly encouraged by the stock price action in TRUP over the past few weeks. That warrants an explanation. For almost a...
READ MORE >Imagine our horror over the past 2-3 weeks as the market experiences a crash of sorts in response to the Liberation Day tariffs and investors pile into KNSL of all stocks in a “flight to...
READ MORE >We are intrroducing the Toro Company (TTC) as a long idea with a $110 Price Objective. Read on for more....
READ MORE >Over the past few weeks, we surveyed 20 RV dealers across the country to get a better sense of sales trends throughout the quarter, channel inventory dynamics, and price trends. Additinoally, we asked a number of...
READ MORE >In our first report in which we introduced the Buyback Outliers List, 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 repurchasers compared to the...
READ MORE >There were signs…. Starting back in early January, FRPT management elected not to include a new slide deck as part of its presentation at the ICR Conference. At the time, management...
READ MORE >If you’re still not convinced that price action determines the narrative around any given stock, consider the following changes in how investors think about TRUP: • Ten weeks ago: Trupanion is a market leader poised to profitably...
READ MORE >“Also of note, the appreciation of Kinsale's stock price over the course of 2024 exceeded that of the S&P 500 Index for the eighth time in the last 9 years since our IPO back in...
READ MORE >You can find it on the WATCH LIST tab on our website or by clicking the link below.
READ MORE >Approximately two years ago, we introduced our first “Five and Dime” List as part of our regularly published “Watch List”. In January 2023, we were just a few months...
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 >Below is a link to our latest "SAF Surveys". We conduct these survey EVERY month. The report includes actionable trade ideas based on the feedback, high level conclusions, and industry specific findings. We have surveyed approximately 80 dealers and retailers across the...
READ MORE >LONG
$25
SHORT
$52
LONG
$108
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
