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Money Tree Ideas

Value + catalyst and quality compounders for longs. Catalyst driven melting ice cubes for shorts.

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Substack
PricingOnly free issuesPublishesInfrequently
Issues3Foundeda year agoLast Issuea year ago
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thomaschamper.substack.com
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Latest Issues

ZoomInfo (NASDAQ: ZI) - SHORT

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Idea: ZoomInfo (NASDAQ: ZI) is a structurally declining first mover in a commodity business and is masking its churn with unsustainable upselling of non-core products like Copilot. While shares are down ~90% from all-time hig...

a year ago

Inspire Medical Systems Inc. [NYSE: INSP] - LONG

Idea: While most of the debate around Inspire Medical Systems (INSP) centers on whether it can meet revenue expectations, I believe this misses the bigger opportunity—near term margin expansion. Even bullish analysts significantly understat...

a year ago

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a year ago

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