Vivion Investments

Carson Block · 2023-08

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 4 total

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Hook 1 slides 100% 1/1 slides 100% 1/1 slides · 3 hits

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Expose Contradiction 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits

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Thesis Headline 1 slides 100% 1/1 slides 100% 1/1 slides · 11 hits

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Appendix Data 1 slides 100% 1/1 slides 100% 1/1 slides · 11 hits

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every slide · same image gating as the playbook

Standard legal boilerplate for investment research firm.other

The slide sets up a 'before/after' or 'reality vs. representation' critique typical of short-seller research notes.expose_contradiction

Open slide detailBeat · Expose Contradiction

Uses hyperbolic language ('gulags') and external citation (The Guardian) to frame the property negatively.illustrate_case

The slide uses a news headline as a hook to introduce a valuation discrepancy argument.expose_contradiction

Open slide detailBeat · Thesis Headline

This is a text-heavy research note slide focusing on corporate governance and potential financial misconduct.expose_contradiction

The slide highlights a discrepancy in valuation for the Crowne Plaza London Heathrow asset between two different sources (Vivion vs CBRE).appendix

Open slide detailBeat · Appendix Data

Includes a specific highlight on Crowne Plaza London Heathrow in the footer.analyze_data