Contrarian Corpus
Spruce Point Capital vs. MSCI Inc.

MSCI Inc. · MSCI

1 deck published between 2024-01-17 and 2024-01-17 — 123 pages, 123 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. 2024-01-17 initial thesis

    2024 01 65b010a4b0e5404008d0dd0e_msci_research_thesis_1 17 2024

    123pp · full_deck

    Spruce Point rates MSCI a Strong Sell: accounting red flags, nepotism-like M&A, eroding ESG lead and a CAO resignation expose 55-65% ($190-$244) downside to MSCI's premium multiple.