Weekly Impressions
Annualised volatility in the S&P500 spiked to 27% in August, its highest level since November 2011. Â Nonetheless, the 6 month moving average...
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Short Ideas on Our Workbench:Â Earnings Quality
Our "Workbench" focuses exclusively on potential earnings quality shorts. Â We continue to work on these names. Today we highlight ten names of...
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Earnings Quality Short Candidates: ZoomInfo, Gogo, Elanco Animal Hlth, Sonos, Energizer
Earnings Quality shorts lead to idiosyncratic alpha. Today, we show our model rankings and highlight ZoomInfo, Gogo, Elanco Animal Hlth, Sonos,...
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How a 3-2 Merger Got Done in The Present US Antitrust Environment
On March 29, Energizer Holdings and Spectrum Brands announced that the Federal Trade Commission allowed expiration of the waiting period under the...
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