◆ Contrarian Corpus
Campaigns / Spruce Point Capital → Monolithic Power Systems
Spruce Point Capital vs. Monolithic Power Systems

Monolithic Power Systems · MPWR

1 deck published between 2019-10-09 and 2019-10-09 — 95 pages, 95 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. 2019-10-09 initial thesis

    2019 10 64e7a3a2b8390f861a273f96_mpwr_research_thesis_10 9 2019

    95pp · full_deck

    MPWR's Chinese tax filings show $262m missing revenue and near-zero inventory despite 90% production in China — accounting red flags point to 75-85% downside.