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Z/ZG/RKT/CSGP: Details on Today’s Rental Property Marketing Industry Following a Curious Action from the FTC Against...

October 1st, 2025

“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...

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RKT: A Tiny Taste of Things to Come as RKT Increasingly Looks Like THE AI Winner in Residential Real Estate

August 1st, 2025

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...

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Current Ideas

Z

LONG

$126

STC

SHORT

$40

FAF

SHORT

$38

RKT

LONG

$25

CSGP

SHORT

$52

HUSQ.B

SELL

$50

AYI

SHORT

$50

TTC

LONG

$110

KNSL

SELL/SHORT

$230

FRPT

SELL/SHORT

$55

BYON

LONG

$70

EXPI

SELL/SHORT

$4

UFPI

SELL/SHORT

$45

TREX

SHORT

$18

PRDO

SELL/SHORT

$5

STRA

SELL/SHORT

$42

CWH

LONG

$75

CM

SELL/SHORT

$50

RY

SELL/SHORT

$50

ARC

LONG

$5.50

BIG

SHORT

$28

WWE

LONG

$65

XOXO

LONG

$37

RLGY

PAIR TRADE

$10

RDFN

PAIR TRADE

$30

BCO

LONG

$35

ING.PA

SHORT

$35

TRUP

SELL/SHORT

$10

CTC

SHORT

$101

ATGE

SHORT

$15

HCG.TO

SHORT

$0

RON.TO

SHORT

$9

ESI

SHORT

$0

BGG

PAIR - LONG BGG/SHORT TTC

25%

NA.TO

SHORT

$22

ZU

SHORT

$15

TRLA

SHORT

$20

MCRS

SHORT

$31

APOL

SHORT

$35

OPEN

SHORT

$30

KNL

PAIR - LONG KNL/SHORT MLHR

25%

GCA

LONG

$8

IPSU

LONG

$20

MLHR

SHORT

$22

LOOP

PAIR - LONG CSGP/SHORT LOOP

40%

THQI

LONG

$35

WPO

SHORT

$275

COCO

SHORT

$0

HNI

SIG

RGR