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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 8,671-8,700
Pages 355
Rows per page 30
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8,671-8,700 of 10,649

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01
Slide 1
This is a classic short-seller 'thesis' slide, framing the company as a 'villain' with a flawed business model.Ceres Power Holdings plc (CWR) · Grizzly Research
Research note Short seller Beat · Executive Summary1 hit
02
Ceres Power Holdings plc (CWR)Ceres Power Holdings plc (CWR) · Grizzly Research
Research note Short seller Beat · Executive Summary1 hit
03
This is a short-seller research report cover/intro page.Ceres Power Holdings plc (CWR) · Grizzly Research
Research note Short seller Beat · Executive Summary1 hit
04
This is a short-seller research report page.Ceres Power Holdings plc (CWR) · Grizzly Research
Research note Short seller Beat · Executive Summary1 hit
05
The slide uses a timeline to contrast the company's stated progress against the reality of their order book.Ceres Power Holdings plc (CWR) · Grizzly Research
Research note Short seller Beat · Villain Critique1 hit
08
Includes a screenshot of a 2017 Ceres Power slide to highlight the discrepancy between past projections and current contract realities.Ceres Power Holdings plc (CWR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction1 hit
09
Includes a screenshot of a Doosan investor presentation to support the claim of SOFC stagnation.Ceres Power Holdings plc (CWR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction1 hit
12
This is a short-seller research report page focusing on the initial phase of a partnership.Ceres Power Holdings plc (CWR) · Grizzly Research
Research note Short seller Beat · Timeline1 hit
22
This is a short-seller research report page focusing on business model critique.Ceres Power Holdings plc (CWR) · Grizzly Research
Research note Short seller Beat · Problem Statement1 hit
12
The slide uses a table to contrast the investor's self-proclaimed 'value investor' status with a track record of negative returns in most cases.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
13
The slide uses external data sources (Google Trends and AppMagic) to support a bearish thesis on HelloFresh.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
14
The slide uses a bearish tone, typical of short-seller research reports, highlighting declining metrics across key regions.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
15
Die Tabelle zeigt einen deutlichen Rückgang bei verschiedenen Metriken für HelloFresh im Vergleich zu anderen Diensten.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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Source image /tmp/legacy-images/e4724ca977c6/slides/016.jpg does not exist on disk; unable to inspect.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The StruggleLoop · Myth Buster1 hit
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Includes screenshots of user comments and a photo of packaging waste to support the bearish thesis.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The StruggleLoop · Myth Buster1 hit
18
The slide uses a 'villain' narrative to characterize HelloFresh as a 'zombie company' following the collapse of other meal-kit competitors.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The StruggleLoop · Myth Buster1 hit
19
The slide uses two charts to demonstrate the decline in active customers and the lack of real AOV growth relative to inflation.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The StruggleLoop · Myth Buster1 hit
20
The slide uses a 'villain critique' approach to undermine the company's brand image by highlighting systemic ethical and operational failures.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The StruggleLoop · Myth Buster1 hit
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This is a short-seller research report by Grizzly Research.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The VictoryLoop · Myth Buster1 hit
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Includes a screenshot of browser developer tools showing a non-functional 'Cancel my plan' button and a Reddit user testimonial.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The VictoryLoop · Myth Buster1 hit
23
Source image /tmp/legacy-images/e4724ca977c6/slides/023.jpg does not exist on disk; unable to inspect.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The Victory1 hit
24
The slide uses a 'villain critique' approach to highlight poor customer satisfaction metrics as evidence of company malpractice.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The Victory1 hit
25
Includes Google Trends and SemRush traffic data as evidence of market saturation and growth plateau.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The Victory1 hit
26
The slide uses Google Trends data and organic traffic charts to argue that HelloFresh's M&A strategy has failed to sustain growth.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The Victory1 hit
27
The slide uses traffic data and app download rankings to illustrate the poor performance of HelloFresh's secondary brands.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The Victory1 hit
28
The slide argues that HelloFresh's market cap of ~1B EUR makes it one of the smallest MDAX constituents, likely to be replaced by an SDAX company.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The Victory1 hit
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Der Bericht ist eine stark negative Einschätzung (Short-Report) mit Vorwürfen von Management-Fehlverhalten und operativer Inkompetenz.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The Victory1 hit
01
Slide 1
This is a cover/introductory page for a short-seller research report.Trustpilot Group PLC (TRST) · Grizzly Research
Research note Short seller Beat · The Monster1 hit
02
Includes specific disclosures regarding short-biased positions and conflict of interest policies.Trustpilot Group PLC (TRST) · Grizzly Research
Research note Short seller Beat · The Monster1 hit
03
This is the cover/introductory page of a short-seller research report.Trustpilot Group PLC (TRST) · Grizzly Research
Research note Short seller Beat · The Monster1 hit