◆ Contrarian Corpus
Campaigns / Viceroy Research → Caesarstone Ltd.
Viceroy Research vs. Caesarstone Ltd.

Caesarstone Ltd. · CSTE

1 deck published between 2017-06-15 and 2017-06-15 — 40 pages, 40 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. 2017-06-15 initial thesis

    caesarstone nasdaq cste report

    40pp · research_note

    CSTE's bull case has disappeared: the touted Lowe's Transform deal is absent from shelves, sales agents are phantoms, and financials look overstated versus Cosentino.