Contrarian Corpus
Elliott Management vs. Juniper Networks

Juniper Networks · JNPR

1 deck published between 2014-01-13 and 2014-01-13 — 28 pages, 28 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. 2014-01-13 initial thesis

    2014 01 Elliott Juniper Networks Presentation Jan 2014

    28pp · full_deck

    Juniper has badly underperformed peers for a decade; a $200M cost cut, a $3.5B buyback with dividend, and a security/switching review can drive shares to $35–$40 (57–77% upside).