Contrarian Corpus
Marcato vs. Sotheby's

Sotheby's · BID

1 deck published between 2014-04-22 and 2014-04-22 — 44 pages, 44 analysed slides total.

proxy fight

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2014-04-22 proxy fight

    2014 04 Marcato Sothebys Presentation Apr 2014

    44pp · conference_presentation

    Sotheby's sits on $1bn+ of excess capital while insiders own 0.8%; Third Point's slate brings aligned ownership to drive capital return, cost discipline, and higher ROE.