Why Trupanion Could Be A Long-Term Compounder

I published a write-up on Seeking Alpha yesterday about Trupanion (TRUP). The summary is:

  • Trupanion is building a durable competitive advantage in an industry that is set to grow 10x+ over the coming decades.
  • The company is still run by their passionate founder who has the vast majority of his net worth in Trupanion stock.
  • The current valuation looks very expensive, but starts to look reasonable the farther out you look.

Read the full write-up here: https://seekingalpha.com/article/4090526-trupanion-long-term-compounder

As of this writing, Wiedower Capital does not own shares in TRUP. This is subject to change.

Franklin Covey Nearing An Inflection Point

I published my first write-up on Seeking Alpha today. The summary of my thesis is:

  • Franklin Covey (FC) is going through a SaaS transition that is temporarily harming its financials.
  • The new, improved business model should become more obvious to the market in the coming quarters.
  • There is upside of 40-80% over the next 18 months with potential for more longer term.

To read the entire write-up, head over to https://seekingalpha.com/article/4084174-franklin-covey-nearing-inflection-point

As of this writing, Wiedower Capital owns shares in FC. This is subject to change.