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Campaigns / Greenlight Capital → Vitesco Technologies
Greenlight Capital vs. Vitesco Technologies

Vitesco Technologies · VTSC

1 deck published between 2023-05-09 and 2023-05-09 — 47 pages, 47 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. 2023-05-09 initial thesis

    2023 05 Greenlight Capital Vitesco Industrial Greenlight Vitesco Presentation May 2023

    47pp · conference_presentation

    Vitesco trades at €2.6B EV — less than its ICE business alone is worth (€2.9-4.3B at peer multiples); buy the stock and get the high-growth EV-powertrain unit for free.