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

Sylvamo (SLVM)

Materials

Smart Insider

Spun-out from International Paper Company last month, John Sims (CFO) and Gregory Gibson (Senior VP) have wasted no time in materially boosting their stakes - John Sims purchased $646,000 of stock at $30.46, increasing his holding by 44%. He previously made six non-option sells of IPC in the four years prior to the spin-out and never made a purchase. Gregory Gibson purchased $574,000 of stock on the same day, increasing his holding by 80%. These large purchases shortly after the spin-out are very encouraging. Stock Ranking +1 (highest rating).

Edition: 124

- 26 November, 2021