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Real Estate Wars 2026 (Part 1): Adding COMP as a Short Idea, Removing CSGP as a Short Idea With a (-50%+) Gain

April 10th, 2026

The attached report (in two parts) outlines our latest views on the residential real estate services space and housing market. The report is backed by feedback from more than 70 real estate agents arcross the...

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Real Estate Wars 2026 (Part 2): Adding COMP as a Short Idea, Removing CSGP as a Short Idea With a (-50%+) Gain

April 10th, 2026

The attached report (in two parts) outlines our latest views on the residential real estate services space and housing market. The report is backed by feedback from more than 70 real estate agents arcross the...

READ MORE >

Z/ZG/CSGP/FAF/STC/COMP/HOUS: Winners and Losers Following a Seminal Transaction Announcement in the Real Estate...

September 22nd, 2025

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...

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Current Ideas

COMP

SELL/SHORT

$3.50

LOPE

SELL/SHORT

$106

TREX

SHORT

$18

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

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