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

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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 Capital Markets

<ul>
<li>There is lots of competition for Li-Ion batteries and also for silicon anode Li-Ion batteries</li>
<li>Enovix is a going concern and has a material internal control weakness</li>
<li>With facilities that need to be built, lacking firm contracts with customers/suppliers, and unfinished products, lots of things need to go perfectly.</li>
</ul>


There is lots of competition for Li-Ion batteries and also for silicon anode Li-Ion batteries
Enovix is a going concern and has a material internal control weakness
With facilities that need to be built, lacking firm contracts with customers/suppliers, and unfinished products, lots of things need to go perfectly.


Enovix (ENVX) Is a Speculative Company with a Big Amount of Stock that Recently Unlocked.