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Grizzly Research · research-note

Playtika Holding Corp. (PLTK)

30 pages · 5 arc beats · 2 loops

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Playtika Holding Corp. (PLTK)

Grizzly Research · 2022-02
arc beats above · slides in the middle · loops below · scroll → 2 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.
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON
Narrative range 40 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Attention 5 slides 100% 5/5 slides 100% 5/5 slides · 34 hits
— 0/5 slides
40% 2/5 slides · 3 hits 20% 1/5 slides 100% 5/5 slides · 11 hits 100% 5/5 slides Critique of villain 7 slides 100% 7/7 slides 85.7% 6/7 slides · 41 hits
— 0/7 slides
— 0/7 slides
42.9% 3/7 slides 100% 7/7 slides · 20 hits 100% 7/7 slides · 14 hits Expose contradiction 9 slides 100% 9/9 slides 77.8% 7/9 slides · 47 hits
— 0/9 slides
— 0/9 slides
44.4% 4/9 slides 100% 9/9 slides · 25 hits 100% 9/9 slides · 15 hits Thesis headline 16 slides 100% 16/16 slides 81.3% 13/16 slides · 93 hits
— 0/16 slides
— 0/16 slides
37.5% 6/16 slides 100% 16/16 slides · 34 hits 100% 16/16 slides · 23 hits Executive summary 3 slides 100% 3/3 slides 100% 3/3 slides · 20 hits
— 0/3 slides
66.7% 2/3 slides · 3 hits
— 0/3 slides
100% 3/3 slides · 6 hits 100% 3/3 slides

Slide inventory

30
every slide · same image gating as the playbook
01
Slide 1
Grizzly Research report cover page.summarize
Open slide detailBeat · AttentionLoop · Cost Of Inaction
02
other
Open slide detailBeat · AttentionLoop · Cost Of Inaction
03
This is a short-seller research report cover/intro page.frame_situation
Open slide detailBeat · AttentionLoop · Cost Of Inaction
04
The slide uses a combination of narrative text, a quoted excerpt from a prospectus, and an organizational chart to illustrate the ownership structure and the flexpose_contradiction
Open slide detailBeat · AttentionLoop · Cost Of Inaction
05
The slide uses a corporate structure diagram to illustrate the control held by Yuzhu Shi and his daughter Jing Shi.expose_contradiction
Open slide detailBeat · AttentionLoop · Cost Of Inaction
06
Image file not available at expected path; could not inspect slide.other
Open slide detailBeat · Expose contradictionLoop · Cost Of Inaction
07
The slide uses a 'villain' narrative to frame the IPO as a predatory event.expose_contradiction
Open slide detailBeat · Expose contradictionLoop · Cost Of Inaction
08
Includes direct excerpts from CSRC inquiries translated into English.name_villain
Open slide detailBeat · Critique of villainLoop · Cost Of Inaction
09
The slide presents a series of regulatory questions (in Chinese and English) directed at Playtika, framing them as a significant risk factor.name_villain
Open slide detailBeat · Critique of villainLoop · Cost Of Inaction
10
Image file not available at expected path; could not inspect slide.other
Open slide detailBeat · Critique of villainLoop · Cost Of Inaction
11
Includes a pull-quote from a legal filing and a disclaimer at the bottom.diagnose_problem
Open slide detailBeat · Critique of villainLoop · Cost Of Inaction
12
Includes a table of legal proceedings and an organizational chart showing ownership structure.expose_contradiction
Open slide detailBeat · Critique of villainLoop · Cost Of Inaction
13
Includes a screenshot of a Qichacha equity pledge record as evidence.expose_contradiction
Open slide detailBeat · Critique of villainLoop · Cost Of Inaction
14
The slide uses a 'villain critique' approach to undermine the credibility of the subject (Mr. Shi) by citing past controversies.name_villain
Open slide detailBeat · Critique of villainLoop · Cost Of Inaction
15
Image file not available at expected path; could not inspect slide.other
Open slide detailBeat · Thesis headlineLoop · Cost Of Inaction
16
Includes a bar chart showing quarterly revenue stagnation from Q1 2020 to Q4 2021.diagnose_problem
Open slide detailBeat · Thesis headlineLoop · Cost Of Inaction
17
The slide uses a bearish research tone to highlight financial risks.compare_peers
Open slide detailBeat · Thesis headlineLoop · Cost Of Inaction
18
This is a short-seller research report page. The tone is highly critical and accusatory.frame_problem
Open slide detailBeat · Thesis headlineLoop · Cost Of Inaction
19
Includes a table of performance metrics from 2018 to 2021 9M.diagnose_problem
Open slide detailBeat · Thesis headlineLoop · Cost Of Inaction
20
Includes a specific case study of the Reworks Oy acquisition and a user review as evidence of monetization-driven churn.name_villain
Open slide detailLoop · Cost Of Inaction
21
Uses customer feedback as evidence of poor business practices.name_villain
Open slide detailLoop · Cost Of Inaction
22
Image file not available at expected path; could not inspect slide.other
Open slide detailLoop · Cost Of Inaction
23
The slide uses a peer comparison table followed by two separate valuation build-up tables to derive a target price.show_valuation_bridge
Open slide detailLoop · Cost Of Inaction
24
The slide serves as the concluding summary of a short-seller research report.summarize
Open slide detailLoop · Cost Of Inaction
25
Includes specific disclosure regarding short positions in Playtika securities.other
Open slide detailLoop · Cost Of Inaction
26
The slide serves as qualitative evidence of user dissatisfaction with monetization strategies.appendix
Open slide detailLoop · Cost Of Inaction
27
Image file not available at expected path; could not inspect slide.other
Open slide detailLoop · Cost Of Inaction
28
Image file not available at expected path; could not inspect slide.other
Open slide detailLoop · Cost Of Inaction
29
Image file not available at expected path; could not inspect slide.other
Open slide detailLoop · Cost Of Inaction
30
Contains two screenshots of Facebook user reviews.appendix
Open slide detailLoop · Cost Of Inaction