Contrarian Corpus
Spruce Point Capital vs. Mercury Systems Inc.

Mercury Systems Inc. · MRCY

1 deck published between 2018-10-17 and 2018-10-17 — 40 pages, 40 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. 2018-10-17 follow up

    2018 10 64e7a781f831d4e84f65e8bf_mrcy_research_update_10 17 2018

    40pp · research_note

    Mercury Systems faces 50-60% downside as Supermicro-hack exposure, missing cyber leadership, hidden A/R factoring, and the sector's richest multiple collide with rising DFARS compliance costs.