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Campaigns / Wolfpack Research → GTT Communications, Inc.
Wolfpack Research vs. GTT Communications, Inc.

GTT Communications, Inc. · GTT

1 deck published between 2019-06-06 and 2019-06-06 — 33 pages, 33 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. 2019-06-06 initial thesis

    b084d8_4df45e4e05864ba38de57a7e1eb84d09

    33pp · research_note

    GTT Communications is a fundamentally broken telecom rollup using non-GAAP metrics and aggressive accounting to hide negative organic growth, unsustainable leverage, and an inevitable dilutive equity raise.