◆ Contrarian Corpus
Campaigns / Greenlight Capital → Apple Inc.
Greenlight Capital vs. Apple Inc.

Apple Inc. · AAPL

1 deck published between 2013-02-21 and 2013-02-21 — 55 pages, 55 analysed slides total. Outcome: partial win.

initial thesis

Timeline

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

  1. 2013-02-21 initial thesis

    2013 02 Greenlight Apple Presentation Feb 2013

    55pp · full_deck

    Apple's $137B idle cash depresses its P/E; distribute 'iPrefs' — tax-free perpetual preferred stock paying 4% — to unlock ~$150/share without spending a dollar of cash.