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Campaigns / Spruce Point Capital → Momo, Inc.
Spruce Point Capital vs. Momo, Inc.

Momo, Inc. · MOMO

1 deck published between 2018-06-27 and 2018-06-27 — 70 pages, 70 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. 2018-06-27 initial thesis

    2018 06 64e7a89f2e4ca216fe879943_momo_research_thesis_6 27 2018

    70pp · full_deck

    Momo's 'blowout' live-video numbers hide a SAIC fraud charge, 123 undisclosed VIE subs, an illegal gambling site, and a fading KOL base — 30-50% downside to $23-$32.