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?

Grab: SOTP Suggests Steep Discount to Proposed SPAC Valuation

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

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

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

Pershing Square Tontine Holdings / Event-Driven

Pershing Square Tontine Holdings (PSTH US)

<p>Bill Ackman's SPAC has performed well, trading as high as $34.10 in February 2021 before settling down to +/-$25 for the past few months.</p><p>On June 4th, 2021, the stock dropped nearly 12% after the SPAC announced an investment in Universal Music Group....find out why</p>

Bill Ackman's SPAC has performed well, trading as high as $34.10 in February 2021 before settling down to +/-$25 for the past few months.On June 4th, 2021, the stock dropped nearly 12% after the SPAC announced an investment in Universal Music Group....find out why

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