◆ Contrarian Corpus
Campaigns / Sandell → Brookdale Senior Living Inc.
Sandell vs. Brookdale Senior Living Inc.

Brookdale Senior Living Inc. · BKD

1 deck published between 2015-02-01 and 2015-02-01 — 18 pages, 18 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. 2015-02-01 initial thesis

    2015 02 Sandell Brookdale Presentation Feb 2015

    18pp · full_deck

    BKD trades at a wide discount because its owned real estate is buried inside an OpCo; a tax-free PropCo/OpCo REIT spin plus governance overhaul unlocks ~$49/share.