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December 20, 2019

No Thesis Creep For Me…


On Tuesday I wrote about thesis creep from the short sellers in Health Insurance Innovations (HIIQ – USA). At the time, I thought I was paying around five times earnings to buy a profitable short-term medical insurance (IFP) broker which was pivoting into the much more lucrative Medicare Advantage business. Furthermore, I felt that I knew why the shares were undervalued—namely an active and ... Read More
Categories: Investments
Positions Mentioned: HIIQ
December 17, 2019

…But Kuppy, Isn’t That A Fraud…???


I’ve always wondered why certain false narratives take over in sectors or individual stocks. What makes it so that investors continue to repeat incorrect information when there is an obvious financial incentive to see things for what they are? I don’t really have an answer for you and for the better part of two decades, I’ve seen this as an opportunity—repeatedly going where the ... Read More
Categories: Investments
Positions Mentioned: HIIQ
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