Panther Investments
Contributor since: 2017
Xpel Technologies: Story In Transition That Is Attractive Despite Recent Rise
Green Thumb Industries: Interesting Call Option On The U.S. Marijuana Industry
Seritage: Compelling Opportunity To Invest Alongside Warren Buffett Amidst Busted Short Thesis
Tesla: Separating Fact From Fiction
Papa John's Pizza: Controversy Creates Opportunity
NXP Semiconductors: Time To Buy The Dip?
Shopify: Revisiting The Citron Short Thesis
Greenlight Re: Death Of Value Investing?
Netflix: Great Business, But How Much Is Priced In?
SA Interview: Event-Driven Investing With Panther Investments
Snap: Potential Move Into Gaming Could Be An Inflection Point
McCormick & Company - What Happens When An EPS 'Algorithm' Goes Rogue?
Enstar Group: Long-Term Compounder Focused On Run-Off Insurance And Opportunistic M&A
First Hawaiian Bank: Attractive Banking Franchise Poised To Benefit From Rising Rates
Xpel: Inflection Point For Fast Growing Paint Protection Business
Seritage Growth Properties Preferreds: Attractive Current Yield + Capital Appreciation Opportunity
Line: Under-Monetized Messaging Platform With Multiple Ways To Win
MongoDB: Fast Growing Database Play With Potential Take-Out Opportunity
Perspecta: Attractive Spin-Off/Special Situation
Brighthouse Financial: Attractive Short And Market Hedge
AmTrust Financial Preferred Stock - Avoid Or Consider Shorting
YY: Accounting Technicality Drives Unwarranted Sell-Off
Aimmune Therapeutics: Special Situation Biotech Opportunity
AmTrust Financial: Asymmetric, Special Situation Short Opportunity
Rafael Holdings: Attractive Spin-Off Opportunity
The Short Case For Athene Holding