Contrarian Corpus
Spruce Point Capital vs. Xylem Inc.

Xylem Inc. · XYL

1 deck published between 2023-08-09 and 2023-08-09 — 82 pages, 82 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. 2023-08-09 initial thesis

    2023 08 64e7906fb1208a0664e4e2bc_xyl_research_thesis_8 9 2023

    82pp · full_deck

    Xylem overpaid in stock for SEC-fraud-charged Evoqua, just published two contradictory cash-flow statements, and faces 30-45% downside as multiples compress toward water-industrial peers.