anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
Carson C. Block · research-note

MultiPlan Corp (MPLN)

14 pages · 0 arc beats · 0 loops

Research-Note Download JSON
Unlock

MultiPlan Corp (MPLN)

Carson C. Block · 2020-11
arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
—

Deck intelligence map

1
coverage by narrative range · generated from this deck JSON
Narrative range 14 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Whole deck 14 slides 100% 14/14 slides 100% 14/14 slides · 100 hits
— 0/14 slides
14.3% 2/14 slides 42.9% 6/14 slides
— 0/14 slides
— 0/14 slides

Slide inventory

14
every slide · same image gating as the playbook
01
Slide 1
Standard legal boilerplate for investment research firm.other
Open slide detail
02
This is a classic activist short research note. It uses a 'villain' narrative (PE firms, SPAC promoters) to frame the investment thesis.diagnose_problem
Open slide detail
03
This is a text-heavy research note page. It functions as a 'short-seller' thesis document.diagnose_problem
Open slide detail
04
The text serves as a research note exposing potential flaws and hidden costs in MPLN's business model, supported by interviews with former executives.expose_contradiction
Open slide detail
05
The text highlights a contradiction between MPLN's claims and executive feedback regarding their payment integrity capabilities.expose_contradiction
Open slide detail
06
The slide uses a decision tree to map the claim workflow and identifies specific segments (shaded) as MultiPlan's revenue drivers.present_framework
Open slide detail
07
This is a research note page focusing on competitive erosion and customer dissatisfaction.name_villain
Open slide detail
08
This slide functions as a short-seller research note, systematically dismantling the company's narrative of being a 'preferred partner' and 'cost-cutting saviorexpose_contradiction
Open slide detail
09
The slide uses a 'villain' framing (Naviguard/UHC) to argue for a short thesis on MultiPlan (MPLN).name_villain
Open slide detail
10
Contains two distinct tables: one modeling revenue attrition from Naviguard, and one comparing MultiPlan's guidance against S&P's estimates.analyze_data
Open slide detail
11
Includes a quote from a former executive regarding the company's focus on cost-cutting over innovation.expose_contradiction
Open slide detail
12
Includes a quote from a former executive and specific critiques of leverage ratios and LFCF guidance.expose_contradiction
Open slide detail
13
Contains detailed footnotes referencing SEC filings and external news sources.expose_contradiction
Open slide detail
14
This is a short-seller research note conclusion.summarize
Open slide detail