External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

The Beauty Health Company / Equity Bottom-Up

Key points (machine generated)<ul><li>The Beauty Health Co (BH) operates on a recurring revenue model, generating consistent income from its consumables business.</li><li>The company is currently undervalued in the market, offering potential value for investors.</li><li>BH holds a dominant position in its category and can take advantage of scale and network advantages.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)The Beauty Health Co (BH) operates on a recurring revenue model, generating consistent income from its consumables business.The company is currently undervalued in the market, offering potential value for investors.BH holds a dominant position in its category and can take advantage of scale and network advantages.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Beauty Health Co (The) (SKIN) - Thursday, Oct 19, 2023

Global Healthcare Analyst

Tina Banerjee

<ul>
<li>
<a href="https://www.smartkarma.com/entities/lutronic-corp" target="_blank" data-smartkarma-citation="entities:2250:1" rel="noopener">Lutronic Corp (085370 KS)</a> recorded its highest ever revenue and operating profit in 2022, driven by strong performance of overseas business, which contributed 88% of revenue and grew 62% YoY.</li>
<li>Overall, business has recovered with the reopening of the dermatology clinics and resumption of elective procedures globally. In addition to product sales, sales of consumables and services are steadily increasing.</li>
<li>Despite stellar performance in 2022, ongoing lawsuit against U.S.-based competitor remains an overhang on Lutronic’s overseas growth aspirations, especially in the U.S.</li>
</ul>



Lutronic Corp (085370 KS) recorded its highest ever revenue and operating profit in 2022, driven by strong performance of overseas business, which contributed 88% of revenue and grew 62% YoY.
Overall, business has recovered with the reopening of the dermatology clinics and resumption of elective procedures globally. In addition to product sales, sales of consumables and services are steadily increasing.
Despite stellar performance in 2022, ongoing lawsuit against U.S.-based competitor remains an overhang on Lutronic’s overseas growth aspirations, especially in the U.S.


Lutronic Corp (085370 KS): Record-High Performance in 2022; Litigation May Limit Upside Potential

Fundamental Short Selling Research

Eric Fernandez, CFA

TwoRiversAnalytics

<ul>
<li>We normally write these “Workbench” reports in between our larger initiation pieces.  They are intended to offer a window into our short investment process and to highlight potentially interesting names.</li>
<li>This Workbench focuses exclusively on earnings quality shorts.  We continue to work on these names. Today we highlight:</li>
<li>Moderna (MRNA),  Knowles (KN)    Juniper Networks (JNPR)  Upstart Holdings (UPST)  Beauty Health Co (SKIN), Sonos (SONO). Kraft Heinz (KHC), AZEK Co. (AZEK), Energizer Holdings (ENR),  Fox Factory Holding  (FOXF)</li>
</ul>


We normally write these “Workbench” reports in between our larger initiation pieces.  They are intended to offer a window into our short investment process and to highlight potentially interesting names.
This Workbench focuses exclusively on earnings quality shorts.  We continue to work on these names. Today we highlight:
Moderna (MRNA),  Knowles (KN)    Juniper Networks (JNPR)  Upstart Holdings (UPST)  Beauty Health Co (SKIN), Sonos (SONO). Kraft Heinz (KHC), AZEK Co. (AZEK), Energizer Holdings (ENR),  Fox Factory Holding  (FOXF)


Short Ideas on Our Workbench:  Earnings Quality

SPAC Deep Dive, subSPAC

subSPAC

SPAC Deep Dive

Each week we’ll identify and break down for you SPACs that are capturing market share and making an impact.

Equity Capital Markets

<ul><li>SPACs have had another blockbuster year, with 190 deals being closed out</li><li>Many more have either signed definitive agreements or sitting on the sidelines patiently scouting for deals.</li><li>However, post-merger SPAC performance has been horrific with the average De-SPAC returning -17% and the Median having returns of -25%</li></ul>

SPACs have had another blockbuster year, with 190 deals being closed outMany more have either signed definitive agreements or sitting on the sidelines patiently scouting for deals.However, post-merger SPAC performance has been horrific with the average De-SPAC returning -17% and the Median having returns of -25%

These Were The Best Performing SPACs of the Year

United States

The Beauty Health Company operates as a beauty health company.

The Beauty Health Company (SKIN US)

Beauty Health Co (The) (SKIN) - Thursday, Oct 19, 2023

The Beauty Health Co (BH) operates on a recurring revenue model, generating consistent income from its consumables business.

Value Investors Club

Lutronic Corp (085370 KS): Record-High Performance in 2022; Litigation May Limit Upside Potential

Lutronic recorded its highest ever revenue and operating profit in 2022, driven by strong performance of overseas business. However, litigation...

Tina Banerjee

Short Ideas on Our Workbench: Earnings Quality

Our "Workbench" focuses exclusively on potential earnings quality shorts. We continue to work on these names. Today we highlight ten names of...

Eric Fernandez, CFA

These Were The Best Performing SPACs of the Year

SPACs have had another blockbuster year, with 190 deals being closed out. Many more have either signed definitive agreements or sitting on the...

subSPAC