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Campaigns / Elliott Management → Crown Castle International
Elliott Management vs. Crown Castle International

Crown Castle International · CCI

1 deck published between 2020-07-06 and 2020-07-06 — 67 pages, 67 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. 2020-07-06 initial thesis

    2020 07 Elliott Management Crown Castle TMT Elliott Crown Castle Presentation Jul 2020

    67pp · full_deck

    Crown Castle's $16bn fiber bet earns just 3% ROI; imposing a 40% capex-ROI target, ROIC-linked pay, and a Board refresh unlocks a 46% dividend hike to $7.00.