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Campaigns / Spruce Point Capital → Broadridge Financial Solutions, Inc.
Spruce Point Capital vs. Broadridge Financial Solutions, Inc.

Broadridge Financial Solutions, Inc. · BR

1 deck published between 2022-09-28 and 2022-09-28 — 81 pages, 81 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. 2022-09-28 initial thesis

    2022 09 64e795dbc1d8102777b974d4_br_research_thesis_9 28 2022

    81pp · full_deck

    Spruce Point argues Broadridge is a low-tech BPO masquerading as SaaS, with a failing $1B+ UBS buildout, accounting red flags, and likely SEC scrutiny — 65-75% downside to $37-52.