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

eToro

Financials

Galliano's Financials Research

Another blow for SoftBank as its fintech holding eToro has its IPO plans de-railed and now its latest funding efforts point to a "down round" - the now defunct SPAC deal had implied eToro was worth in excess of USD10bn. However, its latest funding round suggests a valuation range of only USD5-6bn, and Victor Galliano argues that even at this lower valuation eToro is too expensive, pointing to the fact that its valuation to assets under administration is at a massive premium to all listed peers.

Edition: 140

- 22 July, 2022