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Very few TRUP investors take the time to review the statutory statements from the company’s primary underwriting subsidiary, American Pet Insurance Company (APIC). We think this is a huge...
READ MORE >On 5/9/23, The California Department of Insurance filed yet ANOTHER Objection Response to Trupanion’s 2023 28% base rate increase request. To put things in perspective, the original rate increase request was filed on 12/6/22. On 2/14/23, American Pet Insurance...
READ MORE >“At Trupanion, we value trust and transparency. These values form the basis of our interactions with all stakeholders, including pet owners, veterinarians and their staff, state regulators,...
READ MORE >Maria Ripps, Analyst Canaccord Genuity Corp., Research Division “Got it. And going back to price increases, I believe there were still a couple of different markets, where they were not...
READ MORE >PAA Research’s April 2023 outdoor power equipment dealer survey
READ MORE >“Yes. I mean, at the highest level, this [the decision to fire the CFO, General Counsel, and EVP of Pricing] comes down to decentralization….” Margaret Tooth, President, Trupanion Inc....
READ MORE >PAA Research's Spring 2023 RV Dealer Survey.
READ MORE >“Looking at our segments, total enrollment at Chamberlain continued to show modest improvement during the quarter, supported by the success of campus-based BSN programs” Stephen Beard, President and CEO...
READ MORE >Yesterday, we published a note outlining the details of a previously undisclosed investigation from the Insurance Commissioner in the State of California related to TRUP’s “pricing policies”. The Insurance Commissioner in California filed an enforcement...
READ MORE >Close your eyes for a moment and imagine a stock with the following dynamics thus far in 2023: The company guided down significantly on both a revenue and EBITDA basis for 2023 The company lost its...
READ MORE >It’s kind of remarkable that TRUP shares are down a meager (-5.4%) since the company reported 4Q22 results, delivered disappointing 1Q23 and 2023 guidance, and announced that it was unwinding the relationship with...
READ MORE >Amidst all of the gibberish about “net promoter score”, Bain consulting books, and nonsense technological assertions, there are some core realities related to EXPI that probably should be...
READ MORE >I'm pleased to report that, as anticipated, the inventory recalibration was completed by year-end. With good participation in the early buy season, we entered the year an upcoming season with inventory...
READ MORE >“It’s absolutely ridiculous that anyone would buy shares in a company after reading an earnings release instead of the annual report” Charlie Munger (Probably) “As...
READ MORE >“We had probably the only thing that was a little bit of a surprise is we had a little bit higher bad debt than we expected. That's typical. Now with the benefit of hindsight, when we have...
READ MORE >“We said on retail 370,000 to 390,000 is our expectation. Wholesale 325,000 to 350,000.” Brian Michael Hall, CFO, LCI Industries. 2/14/23. 4Q22 Earnings Conf. Call “The one thing that I'm noticing that is different than any other soft period...
READ MORE >The year is 2023 and TRUP is no closer to generating profitability than it was when the company went public back in 2014. It’s a remarkable achievement. In 2014, TRUP generated Adjusted EBITDA of (-$10MM), not too far off from the meager...
READ MORE >“And I'd also say, with the expansion of our nursing schools going forward, probably is somewhere around an incremental investment of $150 million in '23 compared to what we ran in '22. We didn't call...
READ MORE >Is anyone else tired of hearing the phrase “product vitality” from this management team? There were 10 references to “product vitality” during AYI’s 1Q23 earnings conference call, which means if you were...
READ MORE >Attached is a report outlining feedback from lighting agents across the United States. It appears the lighting industry is headed towards a significant slowdown and the pricing gains that have driven growth for the past 18-24 months are fading...
READ MORE >Very few TRUP investors take the time to review the statutory statements from the company’s primary underwriting subsidiary, American Pet Insurance Company (APIC). We think this is a huge...
READ MORE >On 5/9/23, The California Department of Insurance filed yet ANOTHER Objection Response to Trupanion’s 2023 28% base rate increase request. To put things in perspective, the original rate increase request was filed on 12/6/22. On 2/14/23, American Pet Insurance...
READ MORE >“At Trupanion, we value trust and transparency. These values form the basis of our interactions with all stakeholders, including pet owners, veterinarians and their staff, state regulators,...
READ MORE >SELL/SHORT
$4
SELL
$50
SELL/SHORT
$45
SHORT
$18
SELL/SHORT
$5
SELL/SHORT
$42
LONG
$75
LONG
$128
SELL/SHORT
$50
SELL/SHORT
$50
SHORT
$50
PAIR TRADE
$10
PAIR TRADE
$30
SELL/SHORT
$10
SHORT
$101
SHORT
$15
SHORT
$0
SHORT
$14.00
SHORT
$22
SHORT
$100
