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

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

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

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

Equity Bottom-Up

<p>SPACs have not been performing well for the last few months and PLBY has not been immune to this, falling from ~$60 at the peak to the current level of $25. Currently, shares still look expensive and have a lot of the risks that accompany SPACs, but if recent acquisitions, NFTs, and a content creator platform that appears to be in the works could reward investors.</p>

SPACs have not been performing well for the last few months and PLBY has not been immune to this, falling from ~$60 at the peak to the current level of $25. Currently, shares still look expensive and have a lot of the risks that accompany SPACs, but if recent acquisitions, NFTs, and a content creator platform that appears to be in the works could reward investors.

Can Playboy (PLBY) Overcome the SPAC Hangover?

PLBY Group Inc

Can Playboy (PLBY) Overcome the SPAC Hangover?