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Campaigns / Spruce Point Capital → MGP Ingredients, Inc.
Spruce Point Capital vs. MGP Ingredients, Inc.

MGP Ingredients, Inc. · MGPI

1 deck published between 2017-01-12 and 2017-01-12 — 53 pages, 53 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. 2017-01-12 initial thesis

    2017 01 64f9d5dc2c6e2f589bf9d687_mgpi_short_thesis_1 12 2017

    53pp · full_deck

    MGPI's whiskey-premiumization rerating is an illusion: Diageo is going in-house, inventory is stranded, and insiders are selling — shares should collapse 60-70% to $16-$21.