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PAA Research
PAA Research is an independent research firm that provides investment ideas backed by extensive fundamental and primary research.
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PAA Research 14h
Anyone that buys , , or any other player in the lighting space based on progress in the tariff negotiations has not been paying attention to developments in the space for the past 3-4 yrs. Pricing dynamics WITH tariffs are "challenged", they will get worse without them
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PAA Research Dec 11
That video you posted on the Yeager flight created quite a convo in my family (my uncle flew the F-14 in the 70/80's, imagine how good his 20s and 30s must have been). In any case, here's a link to an article from '85 by Yeager on the flight:
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PAA Research Dec 9
Replying to @Bengordon2013
has outperformed meaningfully over the past 9-months (100%), but over any long term period has been the better performer/company. Now WGO has Chris Craft in the mix which makes it a different story to some degree. What's the argument for WGO share gains from here?
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PAA Research Dec 9
With channel inventories normalizing, the setup here for looks pretty compelling. Muted expenctations, rapid deleveraging, continued synergies, and modest growth. Mgmt has some ambitious LT rev/margin targets. Breaking above $70 would be meaningful. Good looking chart
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PAA Research Dec 6
Strange, I used for my original search on his insider sales and it didn't show the Sept. and Nov. sales, which makes no sense. I see it on the SEC site. Thanks for clarifying. I guess this all depends on the size of the 10b5-1 established 8/12/19
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PAA Research Dec 6
Replying to @WallStCynic
Where do you see that he's selling every month? I see he sold 25K in Dec, 25K in Oct, and 18K in May (options expiration related it seems). It looks like he only sold 25K in 2018. Did I miss something?
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PAA Research retweeted
Joe Kunkle Dec 5
MetLife acquiring PetFirst , maybe increases competitive concerns on
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PAA Research Dec 5
4/1/16, announced a $4MM investment in . It's not clear exactly when, but it appears sometime in 2016 the relationship with CCC was severed.
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PAA Research Dec 5
owns 21% of so there's no actual way that their revs will be reflected on 's P&L. However, most investors appear to be ascribing ZERO value to the entire portfolio, so I do think it's important to illuminate progress where & when it is made
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PAA Research Dec 5
For those that keep close track of these things, we wrote up as a short idea two years ago, based on many, if not all of the issues identified in this report. remains one of our top short ideas.
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PAA Research Dec 5
Replying to @BenRabidoux
I guess when Moody's downgrades the credit rating of the province some risk depts feel the need to be more forthcoming about the reality and by some, I mean only and ATB. I'm sure 's $25B uninsured/HELOC book in Alberta is in great shape. Same for their commerical RE book
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PAA Research Dec 5
Replying to @BenRabidoux
And yet, here I was far more interested in their commentary on credit conditions in Alberta. Imagine, an executive of a publicly traded bank talking about difficult credit conditions in the province.....
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PAA Research Dec 5
Pierce County is in the state of Washington. Another sign (albeit small) of progress for another Medici portfolio company for Pierce County to continue mobile voting after successful military pilot via
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PAA Research Dec 4
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PAA Research Dec 4
Replying to @Dumpster_Fire
Unlike a lot of the other haters at least does work. Everyone else seems to be obsessed with PB, pointing to things that happened yrs ago, or stating the obvious. You'll notice I never block, because I want to know the other side of the trade.
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PAA Research Dec 4
No arguments from me on Crypto Capital. My point was to make it clear that the initiatives that I'm interested in with occurred well after the fact they distanced themselves from CCC. Curious to hear what you find out.
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PAA Research Dec 4
I'm implying that it appears they were customers at some point in 2016, but not in 2017 or any point thereafter. So what's your point?
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PAA Research Dec 4
The articles seem to be relying on a post that uses the Internet Wayback Machine to determine who were clients of Crypto Capital. The last known appearance of Bitt on the Crypto Capital website was in 2016
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PAA Research Dec 4
portfolio company continuing to make progress in the Caribbean with their digital currency endeavors. The use case is very high.
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PAA Research Dec 3
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