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      
Filters

The Cut

Fortnightly publication highlighting latest insights from IRF providers

Company Research

Industrials

Report by Paragon Intel

Paragon Intel has published its Executive Diligence memo on RBA's new CEO Jim Kessler, who took on the role in Aug having been COO since 2020. An approachable and grounded executive, he melds strong financial understanding with an excellent ability to execute, which he will leverage while driving legacy RBA results and the integration of the broadly criticised IAA auto salvage acquisition. Paragon’s research includes interviews with 7 former colleagues who worked with Kessler for >27 years combined (5 were positive and 2 neutral) - sources who worked with him at Caliber Collision were the most positive, followed by RBA and then vRide.

Edition 171 - 13 Oct 23