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

RB Global (RBA)

Industrials

Paragon Intel

Paragon Intel has published its Executive Diligence memo on RBA's new CEO Jim Kessler, who took on the role in Aug having been COO since 2020. An approachable and grounded executive, he melds strong financial understanding with an excellent ability to execute, which he will leverage while driving legacy RBA results and the integration of the broadly criticised IAA auto salvage acquisition. Paragon’s research includes interviews with 7 former colleagues who worked with Kessler for >27 years combined (5 were positive and 2 neutral) - sources who worked with him at Caliber Collision were the most positive, followed by RBA and then vRide.

Edition: 171

- 13 October, 2023