◆ Contrarian Corpus
Campaigns / Land & Buildings → National Healthcare Corporation
Land & Buildings vs. National Healthcare Corporation

National Healthcare Corporation · NHC

1 deck published between 2025-06-17 and 2025-06-17 — 2 pages, 0 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. 2025-06-17 initial thesis

    2025 06 LandB NHC Press Release 6 17 25

    2pp · press_release

    NHC's below-market 1991 lease with NHI expires 2026; renegotiation will cut NHC EBITDA 19-38% — L&B is short NHC.