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Campaigns / Spruce Point Capital → Kornit Digital Ltd.
Spruce Point Capital vs. Kornit Digital Ltd.

Kornit Digital Ltd. · KRNT

1 deck published between 2019-05-07 and 2019-05-07 — 60 pages, 60 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. 2019-05-07 initial thesis

    2019 05 6515df8ede4dfbbf8925bec7_64e7a5c02204f80bed372cc0_krnt_research_thesis_5 7 2019

    60pp · full_deck

    Kornit's 2018 boom was an Amazon warrant-and-rebate illusion — 105% of cash flow came from one customer, a scandal-tainted CFO is covering it, leaving 75-85% downside to $4.50-$9.30.