Today, White Brook is publishing its presentation on Groupon, Inc. In short, I think Groupon is cheap with multiple levers to create substantial value. Board action is likely to be necessary. White Brook’s thesis is: The tech stack at Groupon is strong.
Groupon - Substantially Undervalued, Activist Ready
Groupon - Substantially Undervalued, Activist…
Groupon - Substantially Undervalued, Activist Ready
Today, White Brook is publishing its presentation on Groupon, Inc. In short, I think Groupon is cheap with multiple levers to create substantial value. Board action is likely to be necessary. White Brook’s thesis is: The tech stack at Groupon is strong.