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Campaigns / Elliott Management → Mitek Systems, Inc.
Elliott Management vs. Mitek Systems, Inc.

Mitek Systems, Inc. · MITK

1 deck published between 2018-11-20 and 2018-11-20 — 6 pages, 6 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. 2018-11-20 initial thesis

    Mitek Letter_11 20 18

    6pp · letter

    Mitek's board is entrenching against ASG's $10 cash bid (51% premium) despite a declining core business, departed leadership, and a chairman dumping his own stock below the offer price.