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Evermore Global Value Fund's investment thesis on Trupanion, Inc. ($TRUP) — Q1 2026 | Buyside Digest

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$TRUPNASDAQTrupanion, Inc.

BULL

Evermore Global Value Fund—TRUP

Fund Letter

Q1 2026

Published March 31, 2026

View Fund Profile

$23.36USD

-16.0% vs last month

$25.65Pitched

-8.9% since pitch

Market Cap$1.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The manager uses Trupanion as a case study for patience, having waited for the stock to fall from over $100 to their $20 buy target. After buying at...

— David E. Marcus

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