◆ Contrarian Corpus
Campaigns / Spruce Point Capital → Align Technology, Inc.
Spruce Point Capital vs. Align Technology, Inc.

Align Technology, Inc. · ALGN

1 deck published between 2020-04-09 and 2020-04-09 — 84 pages, 84 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. 2020-04-09 initial thesis

    2020 04 64e7a1ed60637fabfe367ffc_algn_research_thesis_4 9 2020

    84pp · full_deck

    Align's Invisalign moat is eroding as FDA-approved third-party 3D-printing labs and 3M Clarity undercut prices by 50-65%, driving 40-55% downside to $80-$115.