◆ Contrarian Corpus
Campaigns / Spruce Point Capital → Weis Markets, Inc.
Spruce Point Capital vs. Weis Markets, Inc.

Weis Markets, Inc. · WMK

1 deck published between 2018-09-05 and 2018-09-05 — 46 pages, 46 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. 2018-09-05 initial thesis

    2018 09 64e7a7fd2e4ca216fe8703dc_wmk_research_thesis_9 5 2018

    46pp · full_deck

    Weis Markets is the most expensive U.S. supermarket masking -1-2% organic decline with aggressive accounting and shrinking disclosures; Spruce Point sees 45-65% downside.