◆ Contrarian Corpus
Campaigns / Greenlight Capital → Green Mountain Coffee Roasters
Greenlight Capital vs. Green Mountain Coffee Roasters

Green Mountain Coffee Roasters · GMCR

1 deck published between 2011-10-17 and 2011-10-17 — 110 pages, 110 analysed slides total. Outcome: won.

initial thesis

Timeline

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

  1. 2011-10-17 initial thesis

    2011 10 Greenlight Green Mountain Coffee Presentation Oct 2011

    110pp · conference_presentation

    GMCR's $9 EPS bull case ignores a smaller TAM, falling K-cup attachment rates, a September 2012 patent cliff, and accounting shenanigans at fulfillment agent MBlock — realistic EPS is ~$3.50.