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Campaigns / Wolfpack Research → UFP Technologies, Inc.
Wolfpack Research vs. UFP Technologies, Inc.

UFP Technologies, Inc. · UFPT

1 deck published between 2025-05-05 and 2025-05-05 — 15 pages, 15 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. 2025-05-05 initial thesis

    b084d8_d4e631542dd14b4389ea6273b3ee3543

    15pp · research_note

    UFPT's largest customer Intuitive Surgical — 96.5% of 2024 organic growth — is quietly insourcing drapes and buying from rival Microtek while insiders dumped $51M in stock.