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

Coupa Software (COUP)

Technology

Blueshift Research

Unlikely to see a resurgence in its growth prospects anytime soon - faces major challenges across each of its key segments. Blueshift’s sources were highly critical of COUP’s approach to its flagship spend management platform, disparaging the company for having unknowledgeable sales reps, using far too aggressive sales tactics, and allowing its technology to fall behind competitors in important areas. One contact said his large national grocery chain might consider alternatives if COUP fails to innovate. In addition, sources were mostly sceptical about the company’s upside in supply chain software following its $1.5bn acquisition of Llamasoft.

Edition: 142

- 19 August, 2022