Panther Investments
Contributor since: 2017
Articles
Xpel Technologies: Story In Transition That Is Attractive Despite Recent Rise
Sep. 6, 2018 XPEL10 Comments
Green Thumb Industries: Interesting Call Option On The U.S. Marijuana Industry
Sep. 4, 2018 GTBIF46 Comments
Seritage: Compelling Opportunity To Invest Alongside Warren Buffett Amidst Busted Short Thesis
Top IdeaAug. 15, 2018 SRG39 Comments
Tesla: Separating Fact From Fiction
Aug. 8, 2018 TSLA242 Comments
Papa John's Pizza: Controversy Creates Opportunity
Jul. 16, 2018 PZZA12 Comments
NXP Semiconductors: Time To Buy The Dip?
Jul. 11, 2018 NXPI61 Comments
Shopify: Revisiting The Citron Short Thesis
Jul. 10, 2018 SHOP, SHOP:CA69 Comments
Greenlight Re: Death Of Value Investing?
Jul. 3, 2018 GLRE7 Comments
Netflix: Great Business, But How Much Is Priced In?
Editors' PickJul. 2, 2018 NFLX169 Comments
SA Interview: Event-Driven Investing With Panther Investments
Jul. 1, 2018 XPEL6 Comments
Snap: Potential Move Into Gaming Could Be An Inflection Point
Jun. 29, 2018 SNAP19 Comments
McCormick & Company - What Happens When An EPS 'Algorithm' Goes Rogue?
Jun. 22, 2018 MKC19 Comments
Enstar Group: Long-Term Compounder Focused On Run-Off Insurance And Opportunistic M&A
Jun. 20, 2018 ESGR16 Comments
First Hawaiian Bank: Attractive Banking Franchise Poised To Benefit From Rising Rates
Jun. 18, 2018 FHB8 Comments
Xpel: Inflection Point For Fast Growing Paint Protection Business
Editors' PickJun. 15, 2018 XPEL15 Comments
Seritage Growth Properties Preferreds: Attractive Current Yield + Capital Appreciation Opportunity
Jun. 14, 2018 SRG, SRG.PA12 Comments
Line: Under-Monetized Messaging Platform With Multiple Ways To Win
Jun. 13, 2018 LN6 Comments
MongoDB: Fast Growing Database Play With Potential Take-Out Opportunity
Jun. 12, 2018 MDB22 Comments
Perspecta: Attractive Spin-Off/Special Situation
Editors' PickJun. 12, 2018 PRSP14 Comments
Brighthouse Financial: Attractive Short And Market Hedge
Top IdeaJun. 12, 2018 BHF41 Comments
AmTrust Financial Preferred Stock - Avoid Or Consider Shorting
Jun. 11, 2018 AFSI52 Comments
YY: Accounting Technicality Drives Unwarranted Sell-Off
Jun. 11, 2018 YY35 Comments
Aimmune Therapeutics: Special Situation Biotech Opportunity
Jun. 8, 2018 AIMT24 Comments
AmTrust Financial: Asymmetric, Special Situation Short Opportunity
Jun. 6, 2018 AFSI35 Comments
Rafael Holdings: Attractive Spin-Off Opportunity
Editors' PickJun. 4, 2018 RFL14 Comments
The Short Case For Athene Holding
Editors' PickJun. 26, 2017 ATH19 Comments