Skillz, Inc. (SKLZ)

Wolfpack Research · 2021-03

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 15 total

Metadata

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Frameworks

Beats

Loops

Villain Critique 4 slides 100% 4/4 slides 100% 4/4 slides · 34 hits

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50% 2/4 slides · 4 hits 50% 2/4 slides 100% 4/4 slides

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Expose Contradiction 9 slides 100% 9/9 slides 100% 9/9 slides · 68 hits

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55.6% 5/9 slides · 6 hits 44.4% 4/9 slides 100% 9/9 slides

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Appendix Disclosure 1 slides 100% 1/1 slides 100% 1/1 slides · 3 hits

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Disclaimer 1 slides 100% 1/1 slides 100% 1/1 slides · 4 hits

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Slide inventory

every slide · same image gating as the playbook

This is a short-seller research report cover/intro page.summarize

Open slide detail

The slide uses the 'iceberg' metaphor to describe the hidden risks of the company's financial projections.name_villain

Open slide detailBeat · Villain Critique

This is a research note slide highlighting critical risks regarding customer concentration and declining game performance.diagnose_problem

Open slide detailBeat · Villain Critique

This slide functions as a 'short-seller' research note, highlighting negative sentiment from former employees and questioning the validity of corporate PR.expose_contradiction

Open slide detailBeat · Villain Critique

The slide uses investigative journalism techniques to undermine the CEO's credibility.expose_contradiction

Open slide detailBeat · Villain Critique

The slide uses a bearish tone to argue against the company's growth projections.expose_contradiction

Open slide detailBeat · Expose Contradiction

This is a short-seller research note exposing a contradiction between company projections and underlying developer performance data.expose_contradiction

Open slide detailBeat · Expose Contradiction

The slide uses a 'company favorable' assumption model to demonstrate that even under best-case scenarios, the core business is declining.expose_contradiction

Open slide detailBeat · Expose Contradiction

The slide uses a table to highlight specific growth projections and includes a testimonial quote to undermine the company's narrative.expose_contradiction

Open slide detailBeat · Expose Contradiction

The slide uses a quote from a former employee and a direct excerpt from Google's policy to support its bearish thesis.name_villain

Open slide detailBeat · Expose Contradiction

Includes a Bloomberg terminal screenshot showing stock price movement and a snippet from an S-1 filing.expose_contradiction

Open slide detailBeat · Expose Contradiction

Includes a screenshot of a Google Groups delivery failure notification.expose_contradiction

Open slide detailBeat · Expose Contradiction

The slide uses a series of bullet points to document specific failed partnerships (Glu Mobile, Buck Hunter, Beeline Interactive, NFL) to undermine management crexpose_contradiction

Open slide detailBeat · Expose Contradiction

Includes specific references to legal case 'Cooper v. Skillz, Inc.' and footnotes.expose_contradiction