Contrarian Corpus
Greenlight Capital vs. Bayer AG

Bayer AG · BAYN

1 deck published between 2016-11-28 and 2016-11-28 — 48 pages, 48 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. 2016-11-28 initial thesis

    2016 11 Greenlight Bayer Presentation November 2016

    48pp · conference_presentation

    Bayer at €88/11x trades in no-man's land between Monsanto deal-sceptics and deal-believers; whether the merger closes or breaks, Bayer shareholders get cake.