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

CVS Health Corp (CVS)

Healthcare

Valens Research

Following its acquisition of Aetna, CVS is in the midst of a transition from pharmacy business to a massively profitable medical data and technology company - this reflects what UnitedHealth accomplished with Optum, and gives CVS opportunities to monetise its existing pharmacy business in new ways which could accelerate profitability and growth. Uniform Accounting confirms that the transition is underway and that the market isn’t pricing this in. Considering management’s strong execution and alignment to continue executing, equity upside continues to be warranted.

Edition: 132

- 01 April, 2022


Walgreens Boots Alliance (WBA)

Consumer Staples

Paragon Intel

WBA’s strategy is stale and increasingly disintermediated. It requires a complete pivot to maintain relevancy, but new CEO Roz Brewer’s lack of strategic vision and relevant experience positions her poorly to implement such a change. She will continue the strategy set by domineering Chairman Stefano Pessina and multiple overly tenured executives/directors averse to change. WBA's stock has rallied 15% since the announcement of Brewer’s appointment and trades above CVS Health on both a PE and EV/EBITDA basis, despite slower growth, similar leverage and worse competitive positioning.

Edition: 113

- 25 June, 2021