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slides · global inventory

Overcoming Monster

Arc collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 10,649
Current window 3,061-3,090
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
18 30 60

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3,061-3,090 of 10,649

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03
This is a page from a short-seller report (Muddy Waters) attacking Lemonade's security posture.Lemonade, Inc. (LMND) · Carson Block
Shareholder letter Short seller Beat · The Monster (Problem)Loop · The Reveal1 hit
04
This appears to be a page from a security research report or a short-seller disclosure document rather than a traditional corporate shareholder letter.Lemonade, Inc. (LMND) · Carson Block
Shareholder letter Short seller Beat · The Monster (Problem)Loop · The Reveal1 hit
05
This appears to be a page from a vulnerability disclosure report or a short-seller report exposing a security flaw.Lemonade, Inc. (LMND) · Carson Block
Shareholder letter Short seller Beat · The StruggleLoop · The Reveal1 hit
10
The slide contains a large blacked-out area, likely a redacted image or chart.Lemonade, Inc. (LMND) · Carson Block
Shareholder letter Short seller Beat · The Victory1 hit
01
Slide 1
The slide uses testimonials to establish a narrative of corporate malfeasance.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Villain Critique1 hit
02
Standard legal boilerplate for activist short-seller research.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Villain Critique1 hit
03
Uses a Charlie Munger quote as an anchor for the critique of SPACs.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Villain Critique1 hit
04
XL Fleet (XL)XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Villain Critique1 hit
05
The slide uses aggressive, activist-style language to frame the company's weaknesses.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Villain Critique1 hit
07
XL Fleet (XL)XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
08
Uses direct quotes from former employees to substantiate the claim of fraudulent reporting.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
09
The slide uses a logo-grid to visually represent the 'claimed' customer base, which the activist report then attempts to debunk.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
10
Uses a visual 'X' overlay on company logos to signify inactivity.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
11
Uses logos of specific customers (PGE, SDGE, Pepsi, CalVans) to anchor specific failure narratives.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
12
Uses logos and direct quotes to build credibility for the activist thesis.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
13
The slide uses a direct quote from a former employee to undermine the credibility of a specific company case study.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
22
Includes a case study of performer ShenMan and a table detailing net cash outflows for a specific user group.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
23
The slide highlights a discrepancy between the streamer's inactivity (no broadcasts) and the continued flow of gifts, suggesting fraudulent activity.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
24
Includes a line chart of gift volume, a pie chart of gift value segmentation, and a leaderboard of top gift-givers.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
25
Uses a specific case study (Cuiazha) to illustrate broader platform-wide revenue inflation allegations.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
26
Includes a screenshot of a news article about Liu Yishou's return to the YY platform.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
27
Includes a screenshot of the YY platform and a footnote regarding VPN usage in China.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
28
The slide uses data from three specific IP addresses (59.45.170.206, 59.45.170.213, 59.45.170.216) to show consistent gifting patterns to the same performers.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
29
This slide is a narrative-heavy research note detailing allegations of corporate fraud and revenue manipulation.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
30
Includes a table of top 11 channel owners and a case study on 'Killing Time' (Dafashijian) bot activity.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
31
The slide uses screenshots of internal data dashboards to contrast normal gifting patterns with those originating from a localhost IP, suggesting bot activity.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
32
Includes screenshots of dashboard metrics and raw transaction logs highlighting IP address anomalies.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
69
Includes detailed footnotes regarding Sensor Tower's data collection practices.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
70
Includes references to Netflix migration documentation and Kingsoft Cloud constraints.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
71
The slide explains how internal IP addresses are exposed when a VPN connection fails, revealing the bot's origin.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit