Wayfair (W)

Citron Research · 2018-08

arc beats above · slides in the middle · loops below · scroll → 1 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 4 total

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Problem & Complication 2 slides 100% 2/2 slides 100% 2/2 slides · 17 hits

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50% 1/2 slides 100% 2/2 slides 100% 2/2 slides 100% 2/2 slides Evidence & Proof 1 slides 100% 1/1 slides 100% 1/1 slides · 11 hits

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100% 1/1 slides 100% 1/1 slides Impact & Next Steps 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits

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every slide · same image gating as the playbook

The slide uses an external authority (Wharton professors) to validate a bearish thesis on Wayfair's financial health.diagnose_problem

Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction

Uses Bloomberg terminal charts to illustrate the divergence between fundamental performance (EPS) and market valuation.expose_contradiction

Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction

The slide uses a list-based structure to present multiple arguments for a short position.summarize

Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction

This is a text-heavy closing slide of a research report.summarize

Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction