◆ Contrarian Corpus
Campaigns / Elliott Management → Iron Mountain Incorporated
Elliott Management vs. Iron Mountain Incorporated

Iron Mountain Incorporated · IRM

1 deck published between 2011-03-09 and 2011-03-09 — 48 pages, 48 analysed slides total. Outcome: won.

proxy fight

Timeline

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

  1. 2011-03-09 proxy fight

    2011 03 Elliott Iron Mountain Presentation Mar 2011

    48pp · full_deck

    Iron Mountain's 44%-margin NOAM storage cash cow is being squandered on low-ROIC Digital and Int'l bets; capital discipline plus a REIT conversion can lift the stock from $25 to $52-$77.