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Campaigns / Spruce Point Capital → DoubleVerify Holdings, Inc.
Spruce Point Capital vs. DoubleVerify Holdings, Inc.

DoubleVerify Holdings, Inc. · DV

1 deck published between 2023-05-02 and 2023-05-02 — 92 pages, 92 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. 2023-05-02 initial thesis

    2023 05 64e532562ffbdfa3b7d5050d_dv_research_thesis_5 2 2023

    92pp · full_deck

    DoubleVerify's manipulative accounting, saturated product, slowing international growth, and insider selling by Providence Equity justify a 35-45% downside, while competitor IAS offers 20-30% upside.