Contrarian Corpus
Muddy Waters vs. MultiPlan Corp

MultiPlan Corp · MPLN

1 deck published between 2020-11-11 and 2020-11-11 — 14 pages, 14 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. 2020-11-11 initial thesis

    2020 11 MW_MPLN_11112020

    14pp · research_note

    MultiPlan is a financially-engineered SPAC corpse losing its biggest customer UHC to UHC's own competitor Naviguard; expect 35% revenue loss and 8x+ leverage by 2022.