◆ Contrarian Corpus
Campaigns / Greenlight Capital → Allied Capital
Greenlight Capital vs. Allied Capital

Allied Capital · ALD

1 deck published between 2002-06-17 and 2002-06-17 — 27 pages, 25 analysed slides total. Outcome: won.

follow up

Timeline

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

  1. 2002-06-17 follow up

    2002 06 Greenlight Allied Capital Analysis Summary June 2002

    27pp · research_note

    Greenlight argues Allied Capital overstates NAV by mismarking illiquid BDC loans and funds its dividend with non-cash PIK income and fees from Enron-Raptor-style controlled subsidiaries.