CTD is described by Simply Wall St as a « Big Green Snowflake ». Growing, dividend. But the market hates it. There was an earnings miss a few months ago that the market punished the stock for. There were two issues: a UK contract miss (guidance assumed zero earnings from it after the downgrade) and variance in US corporate travel spend. But the web traffic suggests consistent uplift. In contrast to stocks like KGN and AD8 where web traffic has dropped off a cliff (probably more relevant to KGN).

Shorts for CTD are 5% - what is the short thesis? Europe conflict? Pandemic? Other?