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?

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

MP Material (MP): Is This Time Different?

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

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

Equity Bottom-Up

<p>After missing estimates and maintaining guidance for 1Q21, <a href="https://www.smartkarma.com/entities/utz-brands-inc" target="_blank" data-smartkarma-citation="entities:33135:1" rel="noopener">Utz Brands Inc (UTZ US)</a> cut estimates today amidst rising costs.  2Q21 revenues topped estimates but earnings fell short of estimates and 2021 guidance was cut.  Shares are trading down 10% pre-market.</p>

After missing estimates and maintaining guidance for 1Q21, Utz Brands Inc (UTZ US) cut estimates today amidst rising costs.  2Q21 revenues topped estimates but earnings fell short of estimates and 2021 guidance was cut.  Shares are trading down 10% pre-market.

Utz Brands (UTZ): Another SPAC Cuts Estimates