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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US Healthcare + Merger / Arb Catalysts: What’s next from DC

Healthcare

Aldis Institutional Services

2026 is shaping up to be an active year for US healthcare policy, with President Trump's focus on affordability impacting Congressional and Administration priorities. Near term, Congress is considering spending legislation impacting clinical labs (Quest Diagnostics, Labcorp), diagnostics (Natera) and life science tools (Danaher, Thermo Fisher). Investors are also awaiting clarity on MFN deals and their impact on companies that have not yet signed agreements with the Administration. Beyond HC, Aldis also leverages their connectivity to provide timely insights and updates around M&A with regulatory catalysts, including Nexstar-Tegna and Union Pacific-Norfolk Southern. Contact us below for further information on events hosted by Aldis and access to their content library.

Edition: 228

- 23 January, 2026


Liquidity Risk Model: Best short candidates

Two Rivers Analytics

ChargePoint (CHPT) - Burns $400m annually, a figure which is rising fast. Expected to run through most of its cash balance by early to mid-2024. Forecasts expect sales to continue slowing. Not expected to breakeven until 2026.
Floor & Decor (FND) - Requires nearly immediate outside financing, primarily due to very high capex spending. Net debt $1.8bn (vs. $200m in 2018). Sales are expected to slow further during 2023.
Natera (NTRA) - Diagnostics company will run out of cash by Sep having burned $700m+ in the past year. Not expected to breakeven until at least 2028. Trades at 5x 2023 and 2024 sales.

Edition: 155

- 03 March, 2023


Natera (NTRA)

Healthcare

Gradient Analytics

New short thesis on this $10.8bn Mkt/Cap firm in the Diagnostics & Research industry - key points include: (1) Increased frequency of complaints about its billing practices. (2) Insurance providers have been reluctant to reimburse for microdeletion screening. (3) Disparate trends between receivables and deferred revenue signal deteriorating revenue quality. (4) NTRA may have pushed current-period expenses into the future. (5) Executives and directors have engaged in some unusual divestiture activity in recent periods. (6) Valuation metrics leave room for further downside.

Edition: 122

- 29 October, 2021