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

US Bancorp (USB) & Fifth Third Bancorp (FITB)

Financials

Paragon Intel

Possible M&A? Paragon’s JetTrack has been flagging some interesting flights between the two banks in recent months - this would be an acquisition that makes sense for USB and their acquisitive C-Suite. While more recent acquisitions have been focused in the Western US, CEO Cecere has stated that he would like to expand into the Southeast (where FITB has a large presence). Adding to the intrigue is the fact that USB flights have also been been tracked to Boston where multiple sizeable holders of both banks' stock are based.

Edition: 141

- 05 August, 2022