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Campaigns / Spruce Point Capital → Genius Sports Limited
Spruce Point Capital vs. Genius Sports Limited

Genius Sports Limited · GENI

1 deck published between 2021-08-05 and 2021-08-05 — 61 pages, 61 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. 2021-08-05 initial thesis

    2021 08 64e79e24cb2c6e83baf3c1d6_geni_research_thesis_8 5 2021

    61pp · full_deck

    Genius Sports is a low-moat data middleman overpaying for league rights and inflating growth via barter revenue; 55m shares of overhang unlock imminently — 60-80% downside to $3.25-$6.50.