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

European & UK insider trading trends

Smart Insider

Last month saw 446 insider purchases (individuals) from 346 companies, spending a total of €2.2bn. Smart Insider upgraded 15+ stocks, meaning they currently have 70+ ranked stocks and just 2- ranked stocks. Upgrades were spread out among 10 countries with Germany leading. From a sector and industry perspective, sentiment was bullish in Basic Materials and Energy (Sell/Buy Ratio 0.28) and slightly bearish in Technology (S/B Ratio 1.05). The Consumer Sectors (Discretionary & Staples) led upgrades with a combined 8+. Positive ranked stocks based on Jan insider purchases include Syensqo, Colruyt, Technip Energies, Hugo Boss, Pirelli and Ebro Foods.

Edition: 179

- 09 February, 2024


European & US short ideas

Vision Research

Since Vision pitched their short thesis on Vidrala, Verallia and O-I Glass at our Equity Shorting Conference in mid-Mar the stocks have underperformed the Stoxx600 by ~8%. In the last couple of months they have also initiated 3 new European shorts, 3 new US shorts, and has readied a new $7bn+ European short (trades ~$20m/day and has short interest of <1%) for initiation next week. Please join Vision for a meeting while members of their team are in Paris (Jun 5th-6th), Zurich (Jun 7th) and London (Jun 8th-12th).

In the last 24 months, Vision has closed several shorts including: Allegro, AutoStore, Boohoo, Burlington, Colruyt, De'Longhi, Electrolux, Gerresheimer, H&M, Hargreaves Lansdown, Inditex, New Relic, Nokian Tyres, Peloton, Similarweb, Thule, Trex, TSMC, UiPath and Whirlpool.

Edition: 161

- 26 May, 2023


A new $3bn+ M/Cap European industrial short

Industrials

Vision Research

Trades >$10m/day and has <1% short interest - will be lapping price increases at a time when volumes have turned negative and there are substitution threats and declining per capita usage of products at some of its largest customers. It trades >10x EV/EBITDA on 2023 estimates that call for 40% growth in EBITDA.

In the last 24 months, Vision has closed several shorts including: Allegro, Boohoo, Colruyt, H&M, Inditex, New Relic, Nokian Tyres, Peloton, Similarweb, Thule, Trex, TSMC and UiPath.

Edition: 154

- 17 February, 2023


3 new Consumer short ideas

Vision Research

Vision has issued 3 new consumer shorts in the past 3 weeks, 2 being European and 1 US. The most recent European short has a market cap >$3bn, trades >$25m/day and SI% <10%. The company has experienced market share losses and is seeing new entrants from Asia, potentially over-earned during the pandemic, has bullish estimates, and channel inventories that look bloated. European short ideas Vision has closed over recent months include Allegro (55% alpha), Colruyt (40%), Thule Group (>30%) and Nokian Tyres (>20%).

Edition: 142

- 19 August, 2022


Colruyt (COLR BB) Belgium

Consumer Staples

Vision Research

Belgian’s grocery market share leader looks expensive when considering the market is mature, elevated competition that is only increasing, one-time margin benefits in the prior year, and the unwinding of Covid tailwinds, especially after COLR just reported its lowest market share in more than 5 years.

Edition: 115

- 23 July, 2021