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Campaigns / Spruce Point Capital → Stryker Corp.
Spruce Point Capital vs. Stryker Corp.

Stryker Corp. · SYK

1 deck published between 2022-04-06 and 2022-04-06 — 195 pages, 195 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. 2022-04-06 initial thesis

    2022 04 64e79c8a9dd118e70149e2b8_syk_research_thesis_4 6 2022

    195pp · full_deck

    Spruce Point exposes Stryker's FCPA-tainted accounting, failing acquisition roll-up and margin squeeze under CEO Lobo — Strong Sell with 35%-75% downside to $67-$174.50.