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

Rapidly detecting meaningful language changes in 10Qs / 10Ks

280First

HII: Takeover interest? The following wording has been removed from its 2022 10K vs. last year, "These provisions may discourage acquisition proposals or delay or prevent a change in control, which could reduce our stock price". General Motors: China rethink? “Pursuing opportunities in the Chinese market is an important component of our global growth strategy”, has now been removed from its 10K. ServiceNow: Brighter growth rate outlook; dividends set to resume; strategic transactions? US Steel: Covenant concerns; customer payment delays? Brinker International: Missing performance targets.

Edition: 154

- 17 February, 2023