Contrarian Corpus
Citron Research vs. BlackBerry

BlackBerry · BBRY

1 deck published between 2017-06-01 and 2017-06-01 — 10 pages, 0 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. 2017-06-01 initial thesis

    2017 06 BBRY 2017 final a

    10pp · research_note

    Like NVDA's re-rating from graphics chips to AI, BlackBerry's QNX-led pivot to autonomous driving and IoT supports a $20 target — or a Mobileye-style buyout at a premium.