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

Tattooed Chef (TTCF) - Is This Food Burning Up or About to Rise?

Pershing Square Tontine Holdings (PSTH): Is UMG Acquisition a Good Deal?

Change in Regulations Likely to Lead to More Liquid SPAC IPOs in Korea

WeWork - Still Asking for Way More than They Are Worth

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

Eos Energy Enterprises Inc / Event-Driven

<p>SPACs provide a unique opportunity for investors in the initial offering or shortly thereafter to purchase instruments often with ZERO downside and meaningful upside optionality. However, as the deal progresses, a target is found, and the deSPAC occurs, a number of factors (including dilution, redemptions, lockups, safe harbor projections, etc) contribute to a growing number of short opportunities.</p>

SPACs provide a unique opportunity for investors in the initial offering or shortly thereafter to purchase instruments often with ZERO downside and meaningful upside optionality. However, as the deal progresses, a target is found, and the deSPAC occurs, a number of factors (including dilution, redemptions, lockups, safe harbor projections, etc) contribute to a growing number of short opportunities.

Voodoo SPAConomics: Finding Longs & Shorts Amidst the Deluge of Offerings