◆ Contrarian Corpus
Campaigns / Spruce Point Capital → Mettler-Toledo International, Inc.
Spruce Point Capital vs. Mettler-Toledo International, Inc.

Mettler-Toledo International, Inc. · MTD

1 deck published between 2019-07-24 and 2019-07-24 — 136 pages, 136 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. 2019-07-24 initial thesis

    2019 07 64e7a44fc4950214996e402f_mtd_research_thesis_7 24 2019 compactado

    136pp · full_deck

    Mettler-Toledo's flawless EPS record masks aggressive capitalization, an empty Shanghai office, and PwC auditor conflicts — implying 30-50% downside to $410-$574 per share.