Contrarian Corpus
Spruce Point Capital vs. TaskUs, Inc.

TaskUs, Inc. · TASK

1 deck published between 2022-01-20 and 2022-01-20 — 80 pages, 80 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2022-01-20 initial thesis

    2022 01 64e79d37cb2c6e83baf373bd_task_research_thesis_1 20 2022

    80pp · full_deck

    TaskUs is a Blackstone-promoted BPO with embellished disclosures, Satyam-linked accounting tics, and eroding Facebook unit economics; fair value is 25-50% below spot, or $18-$27.