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

Ford Motor Company (F)

Consumer Discretionary

Valens Research

The combination of Ford’s cash flows and cash on hand should be sufficient to meet all obligations including debt maturities through 2028. Furthermore, the firm’s large M/Cap and moderate recovery rate should allow it to access credit markets to refinance, if necessary. Despite this strong credit profile, credit markets are grossly overstating Ford’s credit risk with a 5-year CDS of 377 bps and a YTW on its 2025 bonds near 5.5%, relative to an Intrinsic CDS and YTW of 71 bps and 3.5%, respectively. As a result, credit investors are being over-compensated for the risk they are accepting and Ford’s bonds could make for a good addition in a corporate bond portfolio.

Edition: 136

- 27 May, 2022


Market Cap of Companies Over 10x Sales is Out of Control

Kailash Capital Research

The market’s greed for speculative tech stocks is creating fantastic opportunities for long-term investors - Kailash Concepts believe now is the time to be focusing on the cheapest stocks in the market - these companies generate FCF of 5%; trade at 1x sales; P/E ratio of 22x; ~10% operating margins and 3% dividend yield. In fact, they have far more sustainable business models and having grown revenues by 24% over the last three years offer growth at a reasonable price! Some of the top ranked S&P500 firms highlighted include Molina Healthcare, Albertsons, Allstate and Ford.

Edition: 119

- 17 September, 2021