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. Recent alerts include...

280First

Acuity Brands (AYI) - Working on a large acquisition(s) that could endanger dividends / share repurchases?
Amazon (AMZN) - No more reduced prices for AWS customers?
Kilroy Realty (KRC) - Under pressure to lower rents and increase expenditures for re-leasing?
Microsoft (MSFT) - Growing concerns that government contracts are at risk of being cancelled?

Edition: 148

- 11 November, 2022