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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Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Detecting Meaningful Language Changes in Security Filings…

280First

Analyses of text changes in 10Qs/10Ks offer unique insights into management intentions and company internal projects. Recent noteworthy changes include:

Arista Networks (ANET): Order cancellation concerns and customer price sensitivities.
Endo International (ENDP): Actively planning / preparing for a Chapter 11 Bankruptcy filing?
GoDaddy (GDDY): Uncertainty on customer demand and growth; plus FTC / CID issues re. regarding data privacy / security practices.
Herbalife (HLF): Unwilling or unable to increase prices due to supply chain issues / higher costs.

Edition: 123

- 12 November, 2021