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

Analysing share transactions made by directors & senior employees

Smart Insider

Identifying ‘Smart Insiders’ enables clients to generate alpha. Recent highlighted transactions include…

Puma (PUM GR) - Bjorn Gulden (CEO) purchases €512,000 at €63.99, taking advantage of recent share price weakness - he is a rare buyer and previous purchases have been timely.
Watches of Switzerland (WOSG LN) - Two directors make their largest purchases. Teresa Colaianni increases her stake by 56% and Robert Moorhead by 42%.
Kezar Life Sciences (KZR US) - Franklin Berger purchases $1.3m of stock at $16.25. He has a great record in Essa Pharma, another company where he is a director. Interesting to see him making this large purchase given the stock has more than doubled in a year.

Edition: 132

- 01 April, 2022