Contrarian Corpus
Spruce Point Capital vs. Forescout Technologies

Forescout Technologies · FSCT

1 deck published between 2020-05-13 and 2020-05-13 — 55 pages, 55 analysed slides total.

follow up

Timeline

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

  1. 2020-05-13 follow up

    2020 05 64e7a0f21c61a77d824b274c_fsct_research_thesis_5 13 2020

    55pp · full_deck

    Advent overpaid $33/share for Forescout — management buried weaker forecasts and Q1 sales fell 24%; renegotiating 35-50% lower or paying the $112M break fee both beat closing.