President, Vision Research

Robert C Prather Jr

Vision Research LLC (founded in 2011) is an independent equity research firm using fundamental analysis to help investors avoid risk & profit from structurally challenged equities. The research is focused on US & European equities. Primary sectors include consumer, TMT and industrials.  Team background includes 3 CFA Charter holders, 2 Certified Public Accountants, global L/S experience, TMT credit experience, management consulting, software engineer, and long biased international equities.

President

SPACs: Capitalize on Structure/Catalysts to Find Entry Points to Go Long but Longer Term, Go Short

The Stream Less Taken:We Prefer Media Stocks, Not Netflix, Along the Path to Worldwide SVOD Adoption

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Vision Research

Vision Research was formed in 2004 with the vision of generating the best possible fundamental analysis and investment research for smid cap US equities. In 2008, we broadened our coverage to include mid/large cap US stocks.  After researching a  few ideas outside the US each year for a number of years, we launched a dedicated non-US equity product at the end of 2015.  This was followed by the introduction of a product focused on IPOs in mid-2017.

Fundamental Insight

Event-Driven

<ul>
<li>This was not a desirable SPAC - lots of warrants, weak underwriters and big redemptions</li>
<li>Lots of existing and emerging competition with better funding that will make it difficult for Redbox to be a dominant player</li>
<li>Bullish safe harbor estimates exist despite a number of qualitative concerns</li>
</ul>


This was not a desirable SPAC - lots of warrants, weak underwriters and big redemptions
Lots of existing and emerging competition with better funding that will make it difficult for Redbox to be a dominant player
Bullish safe harbor estimates exist despite a number of qualitative concerns


Redbox (RDBX): Can This SPAC Transition from DVDs in Front of 7-11 Stores to a Force in AVOD?

Redbox Entertainment

Redbox (RDBX): Can This SPAC Transition from DVDs in Front of 7-11 Stores to a Force in AVOD?