Disclosure: I picked up EVER today 21@15c 01/20 for about $65 a contract, and I'm up by 60% EOD.

For those unaware, EverQuote is an online insurance marketplace. The basic gist is let's say your looking for new auto insurace for your new Lambo you earned by saving up all those Wendy's paychecks, rather than having to do a bunch of research yourself, you just go to their website, plug in some basic info and they'll dig up the most competitive rates. It's not as revolutionary as an interent search engine, but as someone whose had to to swap insuarce a couple times, I can say this featured would have been welcomed.

On the backend, EverQuote receives its revenues by selling consumer referrals to insurance providers made up of indirect distributors, insurance agents, or carriers. Importantly this means they have no incentive to try to pass costs along to the customer and can easily generate revenue while staying a free service.

Look, the business model isn't hard to grok. They're Kayak for car insurance.

Here's the juicy part... EVER has been putting up NUMBERS as of late:

• Up 13.5% Today (and another +2.7% AH)
• The big move was from Monday to Tuesday where the stock jumped 20% overnight (+31.3% in the last week)
• The above was probably due to JPMC ugrading from "underweight" to "overweight" (Whatever the fuck that means, I'm regarded)
• And they roflstomped their last earning beating the the projected (-.41) with (-.2)

The tl:dr I DON'T think this is the next Amazon, but I don't know... I like the stock 😜