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Campaigns / Spruce Point Capital → Amdocs Limited
Spruce Point Capital vs. Amdocs Limited

Amdocs Limited · DOX

1 deck published between 2019-01-23 and 2019-01-23 — 128 pages, 128 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. 2019-01-23 initial thesis

    2019 01 64e7a72a08f1e88e3c0bfe92_dox_research_thesis_1 23 2019

    128pp · full_deck

    Spruce Point sees 25-50% downside in Amdocs (DOX): a Guernsey-domiciled telecom-IT vendor whose steady margins, opaque insider selling via Pines Quest, and dot-com-era accounting tricks signal $30-$45 per share.