Spreadtrum Communications (SPRD)

Carson Block · 2011-06

arc beats above · slides in the middle · loops below · scroll → 0 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 5 total

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Expose Contradiction 3 slides 100% 3/3 slides 100% 3/3 slides · 23 hits

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Villain Critique 1 slides 100% 1/1 slides 100% 1/1 slides · 9 hits

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Demand List 1 slides 100% 1/1 slides 100% 1/1 slides · 4 hits

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Slide inventory

every slide · same image gating as the playbook

This is a classic activist short-seller 'expose' letter, using logical questioning to highlight potential financial irregularities.expose_contradiction

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The slide uses a series of numbered points (II, III, IV) to build a case against the subject company's transparency and financial reporting.expose_contradiction

Open slide detailBeat · Expose Contradiction

This is a page from a short-seller report (likely Muddy Waters or similar) questioning the financial integrity of SPRD.expose_contradiction

Open slide detailBeat · Expose Contradiction

This is a page from a short-seller report or activist investor letter questioning accounting practices.expose_contradiction

Open slide detailBeat · Expose Contradiction

This is a page from an activist investor letter (likely short-seller report) questioning management's capital allocation strategy.expose_contradiction

Open slide detailBeat · Villain Critique

This is a classic activist short-seller 'demand list' or 'questions for management' slide.state_demand

Open slide detailBeat · Demand List

This is a standard legal disclaimer page often found in short-seller research reports.front_matter

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