Contrarian Corpus
Wolfpack Research vs. Goosehead Insurance, Inc.

Goosehead Insurance, Inc. · GSHD

1 deck published between 2023-02-16 and 2023-02-16 — 19 pages, 18 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2023-02-16 initial thesis

    b084d8_aa65983eec8541acb985c4c97d793431

    19pp · research_note

    Goosehead's top-tier growth story is collapsing: 67% first-year franchisee failure, 85-95% reliance on a frozen housing market, and $900M extracted by the CEO's family while shareholders netted $23M.