ROADSHOWS: Communications / Media / Software - Andrew Freedman & Felix Wang /Hedgeye   •   London 10 - 11 Nov   03 - 11 Nov 26       Behavioural Finance, Portfolio Strategy & Quant - Jim Rocchio /Kailash Capital Research   •   London   05 - 05 Nov 26       US, European and Asian SELL / SHORT Ideas - Robert Prather /Vision Research   •     10 Nov - 15 Dec 26      
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The Cut

Fortnightly publication highlighting latest insights from IRF providers

Company Research

10Q / 10K filings analysis

Report by 280First

Utilising AI, NLP, data analytics and qualitative analyst oversight, 280First can rapidly glean material / actionable insights from a company's financial reports. Recent alerts include: 1) Assured Guaranty - caution on liquidity claims; colour on impact from downgrade of financial strength. 2) Burlington - more positive views on comparable store sales. 3) Dollar Tree - may need to lower prices to remain competitive. 4) Keysight Technologies - seeing order cancellations? 5) Mattel - no longer focused on advancing e-Commerce and DTC business. 6) Salesforce - rethinking level of additional growth opportunities.

Edition 183 - 05 Apr 24