Vision Research Fundamental
A brick and mortar retailer facing a difficult 2H20 and accelerating...
Research
Independent analysis of a leading provider of system solutions...
A dominant domain registrar and web hosting company facing incremental...
Expensive landscape company seen as a compounder facing weak...
Turnaround or is Wall Street done with Dun & Bradstreet
Brick and mortar retailer with a temporary bump now facing accelerating...
Number of positives and negatives for this Covid 19 beneficiary
Cyclical company with expensive valuation facing risks of customers...
A company with downside from COVID-19 and unrealistic expectations...
Video conferencing company begins trading on May 14th...see what...
Mid-quarter disposal may dramatically improve the quality of...
A legacy software maker for discrete manufacturers with struggling...
Retail suppliers facing disruption from retailers delayingcanceling...
A commercial use kitchen equipment manufacturer facing unprecedented...
A company with pre-existing operational weakness that is ill-prepared...
A company seen as recession proof facing an unprecedented challenge.
A leading ISP facing decelerating customer growth and ARPU erosion...
A company with poor results facing increasingly challenged industry...
A company seen as a staple facing increasing competition and...
An auto supplier facing a risky and weak macro environment with...
Downside Opportunity
A technology company with deteriorating quality of earnings and...
Number of opportunities and risks associated with this upcoming...
CMG - A restaurant operator with an expensive valuation facing...
CTB - A company losing market share in a largely commoditized...
ReachX Podcast with Robert Prather, President of Vision Research...
Company's monopoly faces influx of competition that could mean...
The rise of Deliveroo has hit Domino's Pizza hard, and the trends...
Peloton Interactive, after launching in 2012, has grown into...
Fundamental short idea on Trinet
Fundamental equity short idea on Guidewire
Fundamental short idea on LivePerson Inc
Fundamental short idea on Burlington Stores
Fundamental equity short idea on B&M European Value Retail (trade...
Fundamental short idea on Cineworld Group Plc
Fundamental equity short idea on Cinemark Holdings Inc
Fundamental equity short idea on Spotify
Fundamental short idea on Best Buy
Fundamental equity short idea on Swedish Match
Uber Technologies, Inc., after launching its peer-to-peer ridesharing...
A number of big ticket IPOs are in the mix for 2019 including...
Fundamental equity short idea on AB InBev
Pinterest, Inc. is a social media platform where its over 250mn...
Fundamental short idea on Husqvarna AB
Fundamental view on the Lyft IPO
An in-depth fundamental presentation on Levi Strauss & Co IPO
European Equities Short Ideas: JD Sports, Essity & Auto Trader
Fundamental short idea on Sprouts Farmers Market Inc
Fundamental short idea on United Parcel Service Inc
Fundamental short idea on JD Sports Fashion PLC
Fundamental short idea on Adtalem Global Education
Fundamental short idea on Auto Trader Plc
Fundamental short idea on Essity Aktiebolag
Fundamental short idea on BJ’s Wholesale Club initiated on 4...
Fundamental short idea on Sage Group Plc (initiated on 11 December...
Fundamental short idea on Big Lots (Trade closed)
Fundamental short idea on Shake Shack (initiated 27 November...
Fundamental short idea on Trinet Group (Trade closed)
Fundamental short idea on Murphy USA (Initiated on 23 August...
Fundamental short idea on WW Grainger, Inc. (Initiated 11 July...
Fundamental short idea on Foot Locker (Initiated on 18 June 2018)
Fundamental short idea on Ebay (Trade closed)
Fundamental short idea on Carter's Inc (Trade closed)
Fundamental short idea on Clorox Company (Initiated 29 October...
Fundamental short idea on American Eagle Outfitters (first published...
Fundamental short idea on Ceconomy AG (Trade idea from 4 October...
Fundamental short idea on Electrolux (Trade idea from 28 November...
Fundamental short idea on JD Sports Fashion Plc (Trade closed)
Fundamental short idea on Howden Joinery Group (Trade closed)
Fundamental short idea on Fever-Tree Plc (traded closed on 23...
Fundamental short idea on MoneySupermarket.com (created on 08.06.2018,...
Fundamental short idea on Axfood AB (short idea), created on...
An in-depth fundamental presentation on SurveyMonkey IPO
Fundamental overview of Spotify, the world's largest and most...
Farfecth: more than a e-tailer - a Tech platform
