NIO Inc. (NIO)

Citron Research · 2020-11

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 5 total

Metadata

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Loops

Situation & Context 1 slides 100% 1/1 slides 100% 1/1 slides · 9 hits

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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 Evidence & Proof 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits

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100% 1/1 slides 100% 1/1 slides Impact & Next Steps 2 slides 100% 2/2 slides 100% 2/2 slides · 5 hits

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Slide inventory

every slide · same image gating as the playbook

The slide serves as a short-seller research note update.frame_problem

Open slide detailBeat · Situation & Context

The slide uses quotes from Deutsche Bank, Tianfeng Securities, and Bloomberg to build a bearish case against NIO based on Tesla's pricing power.name_villain

Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter

The slide uses a bearish tone to critique NIO's valuation and investor base.analyze_data

Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter

The slide contains a brief bearish call on NIO at the top, followed by extensive legal boilerplate.other

Open slide detailBeat · Impact & Next Steps

other

Open slide detailBeat · Impact & Next Steps