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Overcoming Monster
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The slide uses a 'before-after' style comparison across multiple time periods to highlight broken promises.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
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The slide uses a 'villain' framing by comparing Archer to Nikola, a company known for fraudulent claims.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
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The slide uses a 'villain' comparison (Nikola) and a precedent case study to undermine the company's credibility.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
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Uses the AW609 as a precedent to cast doubt on Archer's timeline.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
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Uses an external expert (Adrian Norris) to build credibility for a short-seller thesis.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
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Uses a 'Nikola' comparison to frame the company as potentially fraudulent or over-hyped.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
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Image file not available at expected path; could not inspect slide.Playtika Holding Corp. (PLTK) · Grizzly Research
Research note Short seller Beat · Thesis headlineLoop · Cost Of Inaction1 hit
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Includes a bar chart showing quarterly revenue stagnation from Q1 2020 to Q4 2021.Playtika Holding Corp. (PLTK) · Grizzly Research
Research note Short seller Beat · Thesis headlineLoop · Cost Of Inaction1 hit
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The slide uses a bearish research tone to highlight financial risks.Playtika Holding Corp. (PLTK) · Grizzly Research
Research note Short seller Beat · Thesis headlineLoop · Cost Of Inaction1 hit
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This is a short-seller research report page. The tone is highly critical and accusatory.Playtika Holding Corp. (PLTK) · Grizzly Research
Research note Short seller Beat · Thesis headlineLoop · Cost Of Inaction1 hit
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Includes a table of performance metrics from 2018 to 2021 9M.Playtika Holding Corp. (PLTK) · Grizzly Research
Research note Short seller Beat · Thesis headlineLoop · Cost Of Inaction1 hit
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The slide uses a 'bear' logo, implying a short-seller research report context.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Beat · Thesis HeadlineLoop · Cost Of Inaction1 hit
34
The slide uses a bear icon to signify a short thesis.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Beat · Valuation Reveal1 hit
05
The slide uses a bar chart to highlight a divergence between official SEC filings and local Chinese SAIC filings, suggesting financial manipulation post-acquisition.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
06
The slide uses a table to break down the purchase price allocation of the Ganji acquisition, specifically highlighting the $2.6B goodwill figure.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
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Includes a table of pro forma revenue impact and an organizational chart highlighting Ganji's economic interest flow.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
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The slide highlights a significant revenue drop for a key VIE entity, suggesting potential financial deterioration or accounting shifts.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
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The slide uses a red arrow to visually emphasize the sharp revenue drop-off.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
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The slide uses a 'Grizzly' bear logo, suggesting this is from a short-seller research report.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
11
The slide uses two distinct data sources (Baidu Index and Alexa Traffic Rank) to demonstrate the decline of Ganji post-acquisition.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
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The slide uses a 'Grizzly' research note format to highlight a valuation discrepancy and potential management dishonesty.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
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The slide uses a series of tables showing shareholder lists from 2015-2018 to demonstrate the disappearance of the founder's name.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
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The slide uses a 'fraud-exposure' framework to cast doubt on the auditor's independence and thoroughness.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
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Includes a table of auditor filings and a line/bar chart showing KHC stock price drop following an impairment announcement.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Preempt Rebuttal1 hit
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The slide uses two tables to demonstrate the material impact of potential goodwill impairment on shareholder equity and net income.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses a 'Grizzly' logo, suggesting this is from a short-seller research report.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose Contradiction1 hit
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Image file not available on disk at /tmp/legacy-images/37ff9313bd57/slides/018.jpg; unable to inspect.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose Contradiction1 hit
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Includes a table showing 'Amounts due from related parties' highlighting 'Finance Business' as a significant debtor.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses a 'Grizzly' logo, suggesting this is a short-seller research report.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose Contradiction1 hit
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This is a classic short-seller research report conclusion, framing the company as a 'fraud vehicle'.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Conclusion1 hit