Contrarian Corpus
Muddy Waters vs. Vivion Investments

Vivion Investments

1 deck published between 2023-08-04 and 2023-08-04 — 7 pages, 7 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. 2023-08-04 follow up

    2023 08 MW_VIVION_20230804

    7pp · research_note

    Vivion's proposed bond exchange rests on inflated UK hotel valuations — illustrated by Crowne Plaza Heathrow, marked at EUR94.6m versus CBRE's EUR72.9m — serving insiders, not bondholders.