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

US Foods (USFD)

Consumer Staples

Paragon Intel

New CEO David Flitman to drive margins and profits higher - former colleagues interviewed by Paragon described Flitman as a strong operator who excels at driving costs out of businesses. He is a rigorous, data-driven, and profit-focused executive who quickly understands the largest levers to pull to improve performance at distribution businesses. He drove significant shareholder value at BMC and its merger partner Builders FirstSource where the combined stock performance of the two companies outperformed the S&P 500 more than two-fold.

Edition: 159

- 28 April, 2023