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

US Bancorp (USB) & Fifth Third Bancorp (FITB)

Financials

Paragon Intel

Possible M&A? Paragon’s JetTrack has been flagging some interesting flights between the two banks in recent months - this would be an acquisition that makes sense for USB and their acquisitive C-Suite. While more recent acquisitions have been focused in the Western US, CEO Cecere has stated that he would like to expand into the Southeast (where FITB has a large presence). Adding to the intrigue is the fact that USB flights have also been been tracked to Boston where multiple sizeable holders of both banks' stock are based.

Edition: 141

- 05 August, 2022