1 deck published between 2013-03-01 and 2013-03-01 — 42 pages, 42 analysed slides total.
Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.
Timken's bearings-plus-steel conglomerate masks value; separating the two pure-plays unlocks 29% upside to $68 and ends Timken-family board capture entrenching the status quo.