Short Thesis: Why Trupanion Could Plunge 85 Percent

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Michelle deBoer-Jones
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ValueWalk and its partners hosted its latest contrarian virtual conference today, and one of the presenters was Bradley Safalow of PAA Research. He pitched pet insurance company Trupanion as a short position. Q2 2020 hedge fund letters, conferences and more In fact, he said it’s one of his favorite short ideas and possibly the best short he’s come across in his career. The stock tumbled in premarket trading after his presentation, falling by as much as 7%. Safalow expects the shares to fall below $10. He describes it as a “structurally flawed, unprofitable company positioned to growth investors as a…

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Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.