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Campaigns / Greenlight Capital → The St. Joe Company
Greenlight Capital vs. The St. Joe Company

The St. Joe Company · JOE

1 deck published between 2010-10-13 and 2010-10-13 — 139 pages, 139 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. 2010-10-13 initial thesis

    2010 10 Greenlight St. Joe Presentation Oct 2010

    139pp · conference_presentation

    St. Joe's Florida real estate empire is a value trap: developments are ghost towns, the airport catalyst is a bust, and the land is worth $7-10/share, not $24.54.