◆ Contrarian Corpus
Campaigns / Spruce Point Capital → Henry Schein, Inc.
Spruce Point Capital vs. Henry Schein, Inc.

Henry Schein, Inc. · HSIC

1 deck published between 2018-09-26 and 2018-09-26 — 40 pages, 40 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. 2018-09-26 initial thesis

    2018 09 64e7a7c446182dd6ef3863a2_hsic_research_thesis_9 26 2018

    40pp · full_deck

    HSIC's soon-to-spin Vets First Corp is growing far faster than the Street thinks — proprietary data shows 75% install-base growth, driving a $106-126 SOTP target vs. $84 today.