Contrarian Corpus
Elliott Management vs. The Goodyear Tire & Rubber Company

The Goodyear Tire & Rubber Company · GT

1 deck published between 2023-05-11 and 2023-05-11 — 41 pages, 41 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. 2023-05-11 initial thesis

    2023 05 Elliott Management Goodyear Tire Industrial Elliott Goodyear Presentation May 2023

    41pp · full_deck

    Goodyear's industry-low 5% margin and under-monetized 715-store retail platform create $32/share of value vs $11 today — via board refresh, retail sale, and operational review.