Contrarian Corpus
Citron Research vs. Edgio, Inc.

Edgio, Inc. · EGIO

1 deck published between 2024-04-11 and 2024-04-11 — 13 pages, 13 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. 2024-04-11 initial thesis

    2024 04 Edgio report 04 11 24

    13pp · research_note

    Edgio trades at 0.13x sales despite serving Microsoft, Amazon, and Verizon; a takeout or rerating to peer CDN multiples implies $65-$200 per share — 6-10x upside.