Insperity, Inc.
NSP
pitch
long
Harvey Sawikin Stadium Capital Management
Thesis
Insperity is a professional employment organization that has been underperforming due to governance issues and management compensation not being tied to performance. The firm believes that the business has great potential in a strong market, and they have engaged with management extensively to address these concerns.
Did it work?
worked
confidence: high
The long thesis on Insperity has played out positively, with a price increase of 155.6% over 149 months. The engagement with management to address governance and compensation issues likely contributed to this performance, aligning with the thesis that the company had great potential in a strong market. Given the significant return and the time elapsed, the thesis can be considered successful.
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