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

Glanbia (GLB ID) Ireland

Consumer Staples

Vision Research

Vision’s bear thesis focused on growing competition in protein powder, potential lack of pricing power in the face of elevated input costs; weak positioning in diet and RTD category; weak margins, ROIC and FCF; and inventory growth. The share price declined 23% on Feb 26th the day of earnings and the short generated alpha of ~45% vs. Stoxx600. Vision initiated 8 new shorts in 3Q24, 10 in 4Q24 and 4 so far in 1Q25 of which 10 were US, 8 European and 4 Asian. Consistent with their goal of finding liquid, non-consensus shorts, these 22 ideas had avg. m/cap >$15bn, avg. AD$V >$65/day and avg. SI% of free float of <4%.

Edition: 206

- 07 March, 2025


Midcap Medtech & Staples have performed well but both look challenging

Willis Welby

The share price performance for Willis Welby’s Medtech group has been startling YTD (+23.8%), but revisions are not impressive (the median move in consensus Y2 EBIT over the last 3 months is now a CUT of 1.8%), they have problems with financial productivity and levels of implied to Y3 EBITM ratios are very demanding. Willis Welby highlights Elekta and COMET but cannot make their maths work elsewhere. Financial productivity is also an issue in their Staples coverage and the median consensus Y3 revenue growth number is just 2.8%. Expectations ratios are not as extreme as Medtech's but are still demanding. Glanbia still makes sense, but they struggle elsewhere.

Edition: 160

- 12 May, 2023