EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Berry Global (BERY)

Consumer Discretionary

Paragon Intel

Kevin Kwilinski is not a long-term focused CEO and is likely to falter because of his deeply-flawed people skills - his biggest weakness, interpersonal communication, will be a major impediment to his ability to get things done. 1) Even the best laid plans struggle to come to fruition when the team is not committed. 2) He has stated an intention to expand globally but he may not be conscious of cultural nuances when forging partnerships. 3) His abrasive decision-making has jeopardised client relationships in the past. 4) His tendency to blame others and push the boundaries of acceptable business practice leads to attrition and lack of trust, even from investors.

Edition: 182

- 22 March, 2024