EVENTS:   Semiconductors: Bubble Burst or Bear Market Trap? - David Scott/CHA-AM Advisors - 17 Sep 26     ROADSHOWS: US, European and Asian Equity Short Ideas - Robert Prather /Vision Research   •     15 Sep - 08 Oct 26      
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The Cut

Fortnightly publication highlighting latest insights from IRF providers

Company Research

FirstAlert: 10Q/10K analysis module

Report by 280First

280First's flagship product rapidly extracts actionable insights from financial filings through quantitative and qualitative inputs. Recent alerts include: 1) Casella Waste Systems - targeting larger, more strategic acquisitions which would require additional financing either in the form of debt or equity. 2) Halliburton - no longer focusing on increasing cash returns to shareholders. 3) Monolithic Power Systems - loss of customers and less bullish on margins. 4) Prestige Consumer Healthcare - worries around demand elasticity and market share. 5) Seagate Technology - large hyperscale DC customer concerns.

Edition 160 - 12 May 23