Jan. 27 at 12:08 PM
$CWAN Is Permira stealing
$CWAN at a 40% discount? 🚩
Market says
$24.55 is a done deal, but the math doesn't add up:
84.5% EBITDA Growth: You don't sell a near-doubling company for a lowball price.
$36 Target: RBC has a PT of
$36. That’s 47% upside being left on the table.
Starboard Power: Activist Starboard Value holds 5% for a reason. They don't play for pennies.
Why did 44 firms pass? Was the data room "rigged" for a fast management exit? We’ll see the truth when the PREM14A drops in Feb.
VOTE NO. Permira has the cash—make them pay for the growth they're trying to take from us.
#VoteNo #CWAN #StarboardValue #Growth
