Contrarian Corpus
Spruce Point Capital vs. Globant SA

Globant SA · GLOB

1 deck published between 2018-04-04 and 2018-04-04 — 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. 2018-04-04 initial thesis

    2018 04 64e7a9f820046acc0bfb8300_glob_research_thesis_4 4 2018

    40pp · full_deck

    Globant is a poorly organized digital-IT roll-up using accounting games and Luxembourg disclosure loopholes to mask decelerating organic growth; shares warrant 40-50% downside to $24.50-$29.50.