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Campaigns / Spruce Point Capital → Oatly Group AB
Spruce Point Capital vs. Oatly Group AB

Oatly Group AB · OTLY

1 deck published between 2021-07-14 and 2021-07-14 — 124 pages, 124 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. 2021-07-14 initial thesis

    2021 07 64e79e8af3f37f596335d921_otly_research_thesis_7 14 2021 compactado

    124pp · full_deck

    Oatly is an over-hyped oat-milk fad with accounting overstatements, hidden management scandals and a $12bn valuation pricing in 57% market share — 30-70% downside.