EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
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LifeStance Health Group Inc (LSFT)

Health Care

280First

LSFT's executive employment agreements contained severance and change in control policies. It seems that the new policy contains more benefits under Change in Control. Executive employment agreements were last amended in May and June of 2020. The new policy does not seem to be a routine update. As there are always reasons why companies elect to take any action, is this new policy prompted by external takeover interests? Other key findings from 280first's Q2 22 10Q and 10K filings analysis included Altice USA (ATUS), Microstrategy Incorporated (MSTR) and Enphase Energy (ENPH).

Edition: 145

- 30 September, 2022