◆ Contrarian Corpus
Campaigns / Pershing Square → Borders Group, Inc.
Pershing Square vs. Borders Group, Inc.

Borders Group, Inc. · BGP

1 deck published between 2006-11-09 and 2006-11-09 — 53 pages, 53 analysed slides total. Outcome: lost.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2006-11-09 initial thesis

    2006 11 Pershing Square Borders Presentation Nov 2006

    53pp · conference_presentation

    Borders' high-quality Superstores franchise is obscured by money-losing Mall and International segments; rationalizing those while remodeling stores and buying back stock unlocks $36 vs. $21 today.