Sunrun Inc. (RUN)

Carson Block · 2023-11

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 4 total

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Problem & Complication 1 slides 100% 1/1 slides 100% 1/1 slides · 9 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Evidence & Proof 2 slides 100% 2/2 slides 100% 2/2 slides · 15 hits

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100% 2/2 slides 100% 2/2 slides 100% 2/2 slides Villain Critique 1 slides 100% 1/1 slides 100% 1/1 slides · 9 hits

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100% 1/1 slides 100% 1/1 slides

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Slide inventory

every slide · same image gating as the playbook

other

Open slide detail

This is a research note from Muddy Waters Research, acting as an activist short report.preempt_rebuttal

Open slide detailBeat · Problem & ComplicationLoop · Aha Moment

The slide uses a 'bullshit' framing to attack a corporate narrative. It includes a screenshot of government instructions and a custom table to prove a point aboexpose_contradiction

Open slide detailBeat · Evidence & ProofLoop · Iceberg

This is a research note from a short-seller report (MW = Muddy Waters). It uses a forensic accounting methodology to challenge company disclosures.expose_contradiction

Open slide detailBeat · Evidence & ProofLoop · Iceberg

This is a research note page focusing on financial/regulatory misconduct allegations.expose_contradiction

Open slide detailBeat · Villain Critique