◆ Contrarian Corpus
Campaigns / Muddy Waters → Inogen, Inc.
Muddy Waters vs. Inogen, Inc.

Inogen, Inc. · INGN

2 decks published between 2019-02-08 and 2019-02-25 — 30 pages, 30 analysed slides total.

initial thesis follow up

Timeline

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

  1. 2019-02-08 initial thesis

    2019 02 MW_INGN_20190208

    27pp · research_note

    Inogen's growth story rests on a fabricated TAM sourced from a plagiarism-riddled WinterGreen report; real market is shrinking, peak sales arrive 2019-2020, target $46 (-67%).

    N 5 V 2 C 2
    ⌂ ◫ ” ⚑
  2. 2019-02-25 follow up

    2019 02 MW_INGN_20190225

    3pp · research_note

    INGN's growth narrative rests on an inflated $3-4B TAM that Medicare data contradicts; under a realistic 1.3M-user market, peak unit sales arrive this year or next.