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

Gravity Works As WeWork Doesn't; Now Plan B

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

<p>Although shares of <a href="https://www.smartkarma.com/entities/virgin-galactic-holdings-inc" target="_blank" data-smartkarma-citation="entities:28221:1" rel="noopener">Virgin Galactic Holdings (SPCE US)</a> have fallen sharply from the highs set earlier this year, the shares may see continued pressure given operational disappointment and the lockup expiration of a large % of shares.</p>

Although shares of Virgin Galactic Holdings (SPCE US) have fallen sharply from the highs set earlier this year, the shares may see continued pressure given operational disappointment and the lockup expiration of a large % of shares.

Virgin Galactic (SPCE): Will Delays & Lockup Expiration Continue to Bring Shares Back to Earth?