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

Kroger (KR): Re-Opening Headwinds & Downside Risk

J Sainsbury PLC(SBRY LN): Is This UK Grocer a Value Trap/Short?

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>This Belgian grocer faces difficult comparisons from Covid tailwinds and increasing competitive pressures from newer and established peers.  Weak cash flow generation and a premium valuation are also of interest.</p>

This Belgian grocer faces difficult comparisons from Covid tailwinds and increasing competitive pressures from newer and established peers.  Weak cash flow generation and a premium valuation are also of interest.

Colruyt (COLR BB) : The Downside Risks Abound in the Shopping Cart

Colruyt SA

Colruyt (COLR BB) : The Downside Risks Abound in the Shopping Cart