◆ Contrarian Corpus
Campaigns / Spruce Point Capital → Dexcom, Inc.
Spruce Point Capital vs. Dexcom, Inc.

Dexcom, Inc. · DXCM

1 deck published between 2019-03-21 and 2019-03-21 — 83 pages, 83 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. 2019-03-21 initial thesis

    2019 03 64e7a6602e4ca216fe856b92_dxcm_research_thesis_3 21 2019

    83pp · full_deck

    Dexcom's blow-out growth is a sugar high — driven by hidden price hikes and sensor stockpiling — and Abbott's cheap Libre 2 will commoditize CGMs, taking DXCM down 45-60% to $65-$85.