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TRUP: In a Fairly Uneventful Quarter, Management Reminds Us Why Rising Losses Have Created a Massive Pricing Problem...

November 9th, 2018

“We own an insurance entity and we own it so that we can lower our fixed expenses and offer a better value proposition back to the consumers. “ Darryl Rawlings. CEO, Trupanion Inc....

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TRUP: Let the Numbers Tell the Story - No Matter How You Try to Spin It, Rising Losses Are THE Issue

October 10th, 2018

“Changes in historical American Pet Insurance Company loss and loss adjustment expense are primarily due to changes in statutory accounting classifications, as well as our inter-company agreements, and are not due...

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TRUP: 10 Critical Questions and Many Potentially Worrisome Answers

September 18th, 2018

Over the past few weeks, we’ve been incredibly fortunate to gather extensive feedback from bulls and bears alike about the merits of their investment thesis on TRUP.  One thing is clear: this is a highly contentious stock.  Bulls feel...

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TRUP: “You Had Us at Hello”, Introducing TRUP as a Short Idea with a Price Objective of $10

August 2nd, 2018

“We are a direct-to-consumer monthly subscription service providing a medical insurance plan for cats and dogs throughout the United States, Canada and Puerto Rico. “ Trupanion, Inc. S-1 Filing....

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Current Ideas

WWE

LONG

$65

XOXO

LONG

$37

RLGY

PAIR TRADE

$10

RDFN

PAIR TRADE

$30

AYI

SHORT

$89

ARC

LONG

$5.50

BCO

LONG

$35

ING.PA

SHORT

$35

TRUP

SELL/SHORT

$10

RY

SELL/SHORT

$70

CM

SELL/SHORT

$76

CTC

SHORT

$101

ATGE

SHORT

$15

HCG.TO

SHORT

$0

RON.TO

SHORT

$9

BIG

SHORT

$28

ESI

SHORT

$0

BGG

PAIR - LONG BGG/SHORT TTC

25%

TTC

PAIR - LONG BGG/SHORT TTC

25%

Z

SHORT

$14.00

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%

CSGP

SHORT

$100

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