58.com Inc. (WUBA)

Grizzly Research · 2020-04

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

Components

Metrics

Tools

Frameworks

Beats

Loops

Problem (Identify pain) 1 slides 100% 1/1 slides 100% 1/1 slides · 10 hits

— 0/1 slides

100% 1/1 slides 100% 1/1 slides Agitate (Make it worse) 2 slides 100% 2/2 slides 100% 2/2 slides · 16 hits

— 0/2 slides

100% 2/2 slides · 3 hits 100% 2/2 slides 100% 2/2 slides · 3 hits 100% 2/2 slides Solution (Provide relief) 2 slides 100% 2/2 slides 100% 2/2 slides · 11 hits

— 0/2 slides

50% 1/2 slides · 2 hits 50% 1/2 slides 100% 2/2 slides · 3 hits 100% 2/2 slides

every slide · same image gating as the playbook

Includes stock performance charts and a table comparing WUBA to FXI.diagnose_problem

Open slide detailBeat · Problem (Identify pain)Loop · Cost Of Inaction

Page number 2 indicated at bottom right.other

Open slide detailLoop · Cost Of Inaction

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Open slide detailLoop · Cost Of Inaction

Includes a screenshot of a Chinese employment contract/furlough agreement as evidence of business impact.expose_contradiction

Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction

This is a research note from Grizzly Reports regarding 58.com (WUBA).expose_contradiction

Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction

Standard legal boilerplate for investment research reports.other

Open slide detailBeat · Solution (Provide relief)Loop · Cost Of Inaction