Contrarian Corpus
Elliott Management vs. Telecom Italia SpA (TIM)

Telecom Italia SpA (TIM) · TIT.MI

1 deck published between 2018-04-05 and 2018-04-05 — 37 pages, 37 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. 2018-04-05 initial thesis

    2018 04 Elliott Telecom Italia First Presentation April 2018

    37pp · full_deck

    TIM's operating turnaround is real, but Vivendi-controlled governance has tripled the peer discount; independent directors plus NetCo separation could double the stock to €1.6.