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

E&P ranking model appears to be working

Energy

Churchill Research

Mike Churchill only developed this model in early Jan but is pleased with the results so far. The E&Ps that scored better than average back in Jan have performed 11 points better than those rated below average (+28% vs. +17%) over the last 12 weeks. Interestingly, all the stocks with a 40%+ gain were in the better-than-average group (Riley, Vaalco, Valeura, SM Energy and Ring Energy). During this process, Mike also noted that certain meta-themes became apparent including how Permian plays seem to really generate wealth (they don’t just recycle capital endlessly without benefitting investors) and Canadian domestic E&Ps often have a problem with creating wealth over time.

Edition: 183

- 05 April, 2024


B Riley Financial (RILY)

Financials

Smart Insider

A cluster of aggressive buying surfaced recently which includes the CEO, President, Co-CEO and two directors, spending a total of $8.7m at an average price of $59 - Bryant Riley (Chairman & CEO) spent $5m, Randall Paulson (Director since 2020) $2.4m, Kenneth Young (President) $590k, Michael Sheldon (Director since 2017) $502k and Thomas Kelleher (Co-CEO) $252k. Paulson, Young and Sheldon are all making their largest purchases. Smart Insider have ranked this stock successfully several times over the past few years and this is one of the most aggressive clusters they have seen.

Edition: 131

- 18 March, 2022