New Age Beverage Corp. (NBEV)

Grizzly Reports · 2019-06
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.

Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

29
every slide · same image gating as the playbook
01
Slide 1
The slide uses a 'Grizzly Reports' branding, indicating a short-seller research note. It highlights discrepancies between reported and actual revenue/profitabilexpose_contradiction
02
This is a short-seller research note from Grizzly Reports.diagnose_problem
03
The slide uses a narrative structure to build a case for a short position, citing specific financial and regulatory risks.diagnose_problem
Open slide detailBeat · Problem StatementLoop · Aha Moment
04
This is a research note page from Grizzly Reports detailing short-thesis arguments against NBEV.diagnose_problem
Open slide detailLoop · Aha Moment
05
The slide uses a 'Grizzly Reports' branding, indicating a short-seller research note style.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Aha Moment
06
Image file not available on disk; could not inspect contents.
Open slide detailLoop · Iceberg
07
Image file not available on disk; could not inspect contents.
Open slide detailLoop · Iceberg
08
Image file not available on disk; could not inspect contents.
Open slide detailLoop · Iceberg
09
Image file not available on disk; could not inspect contents.
Open slide detailLoop · Iceberg
10
The slide documents physical office locations, including exterior and interior photos, for two entities.other
Open slide detailLoop · Iceberg
11
The slide uses visual evidence (photos of signage and office entrance) to expose a discrepancy in company location/identity.expose_contradiction
Open slide detailLoop · Iceberg
12
The slide provides visual evidence of office locations for two specific branches, noting that their licenses are void.other
13
Image file not available on disk; could not inspect contents.
14
The slide uses a comparative case study approach to suggest that Morinda faces similar risks to NHTC, which previously suffered a stock price collapse followingname_villain
Open slide detailBeat · Villain Critique
15
Image file not available on disk; could not inspect contents.
Open slide detailBeat · Villain Critique
16
Image file not available on disk; could not inspect contents.
Open slide detailBeat · Villain Critique
17
The slide uses a 'Grizzly Reports' branding, suggesting a short-seller or activist research context.expose_contradiction
Open slide detailBeat · Villain Critique
18
Image file not available on disk; could not inspect contents.
Open slide detailBeat · Villain Critique
19
Includes a table of debt obligations and narrative critique of financial reporting and auditor quality.expose_contradiction
Open slide detailBeat · Villain Critique
20
This is a research note from Grizzly Reports criticizing NBEV's business practices and regulatory compliance.name_villain
Open slide detailBeat · Villain Critique
21
This is a short-seller research note attacking the credibility and financial health of the company.name_villain
Open slide detailBeat · Villain Critique
22
Includes a YCharts graph showing price, EPS, and cash from operations, and a table summarizing 2018 equity offerings.diagnose_problem
Open slide detailBeat · Appendix DataLoop · Cost Of Inaction
23
Image file not available on disk; could not inspect contents.
Open slide detailBeat · Appendix DataLoop · Cost Of Inaction
24
Includes a screenshot of a web table and a formatted table of service locations.appendix
Open slide detailBeat · Appendix DataLoop · Cost Of Inaction
25
The table lists 13 distinct branch entities with their respective addresses and a uniform registration date of 12/5/2017.analyze_data
Open slide detailBeat · Appendix DataLoop · Cost Of Inaction
26
The table lists entities related to Danone (China) in Shandong and Guangdong provinces.other
Open slide detailBeat · Appendix DataLoop · Cost Of Inaction
27
The table lists company branch names, specific service point addresses, and registration dates.analyze_data
Open slide detailBeat · Appendix DataLoop · Cost Of Inaction
28
appendix
Open slide detailBeat · Appendix DataLoop · Cost Of Inaction
29
This appears to be a supporting exhibit for a research report, likely verifying corporate entity existence.appendix
Open slide detailBeat · Appendix DataLoop · Cost Of Inaction