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

Small cap growth opportunities...

Storm Research

Having peaked in Oct 2020, Japanese small cap growth stocks proved themselves a lead indicator on the downside. They remain 45% below peak, but are starting to inflect. With the Yen/USD trading at 24 year lows, Storm Research believes investors would be well served to re-examine this largely ignored asset class. Recent ideas include Dexerials (4980, Positive), WealthNavi (7342, Positive) and BuySell Technologies (7685, Positive).

Edition: 144

- 16 September, 2022