Contrarian Corpus
Corvex vs. Crown Castle International Corp.

Crown Castle International Corp. · CCI

1 deck published between 2014-10-14 and 2014-10-14 — 44 pages, 44 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. 2014-10-14 initial thesis

    2014 10 Corvex Management Crown Castle Presentation October 2014

    44pp · full_deck

    Crown Castle is a U.S. tower REIT 'betwixt and between' — raising the 2015 dividend to $4.00 (80% AFFO payout) re-rates the stock to a 4.0% yield, unlocking 27% near-term and 60%+ upside in 15 months.