◆ Contrarian Corpus
Campaigns / Spruce Point Capital → PROCEPT BioRobotics Corporation
Spruce Point Capital vs. PROCEPT BioRobotics Corporation

PROCEPT BioRobotics Corporation · PRCT

1 deck published between 2025-01-16 and 2025-01-16 — 100 pages, 100 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. 2025-01-16 initial thesis

    2025 01 67890e6569b5d50b973b537d_prct_research_thesis_1 16 2025

    100pp · full_deck

    Procept trades at 14x revenue on a false 'all-prostates' TAM; Spruce Point sees channel-stuffing via DSOs at 130 days, no procedure growth, and 30-60% downside to $29-$54.