Contrarian Corpus
Spruce Point Capital vs. C3.ai, Inc.

C3.ai, Inc. · AI

1 deck published between 2022-02-16 and 2022-02-16 — 88 pages, 88 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. 2022-02-16 initial thesis

    2022 02 64e791e6b782c9aec0007387_c3_research_thesis_2 16 2022

    88pp · full_deck

    C3.ai is a serially rebranded, money-losing AI story-stock propped up by an unraveling Baker Hughes JV and aggressive accounting; Spruce Point sees 40-50% downside to $12.85-$15.40.