◆ Contrarian Corpus
Campaigns / Sandell → Bob Evans Farms, Inc.
Sandell vs. Bob Evans Farms, Inc.

Bob Evans Farms, Inc. · BOBE

1 deck published between 2013-09-01 and 2013-09-01 — 21 pages, 21 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. 2013-09-01 initial thesis

    2013 09 Sandell Bob Evans Presentation Sep 2013

    21pp · full_deck

    Bob Evans trades at a conglomerate discount; spinning BEF Foods, monetizing 482 owned restaurants via sale-leaseback, and tendering at $58 unlocks ~$78.50/share.