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59
The slide uses a red box callout to emphasize the specific accounting discrepancy.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
60
The slide uses a scenario table to demonstrate how accounting changes (PP&E revision) could have artificially boosted EPS.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
61
Uses a waterfall chart to bridge 2026 EPS to 2030 target, and a table to demonstrate the math gap in synergy benefits.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
62
This is a thesis-style slide used by Spruce Point Capital Management.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
63
Uses a table to show historical shareholder percentages and highlights the 'Decaying insider alignment' trend.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
64
The slide uses a table to expose the 'consensus' view as a potential error or over-optimism.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
04
The slide uses a timeline diagram to visualize the company's acquisition strategy across two strategic pillars: Technology & Go To Market and Scale and Profitability.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Build Up1 hit
05
The chart shows a breakdown of Gross Profit and Adj EBITDA from 2016-2019, with a Q3 L12M column showing the impact of various acquisitions including Inteliquent.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Build Up1 hit
06
The slide highlights Inteliquent as a key revenue driver for Sinch, supported by historical revenue data and acquisition financial disclosures.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Build Up1 hit
07
Includes a bar chart of Americas revenue and a table comparing YoY growth between Americas and Non-USA segments.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Build Up1 hit
08
The slide uses a narrative structure to build a case against the company by citing specific regulatory actions and investigations.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
09
The slide highlights Inteliquent's disproportionate involvement in illegal robocall traffic compared to peers.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
10
The slide uses direct quotes from AG letters to quantify the scale of robocalls facilitated by Inteliquent.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
11
The slide uses a combination of legal precedent (class action excerpt) and crowdsourced data (YouMail, Scammer.Info) to build a case against the company.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
12
The slide uses three distinct tables to demonstrate the prevalence of scam-related reports associated with Sinch compared to Twilio, Peerless Network, and Telnyx.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
13
The slide uses external anecdotal evidence (Reddit, Scammer.Info, BBB) to build a case against the company's reputation.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
14
The slide uses individual testimonials to build a case for systemic abuse.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Voice Of Customer1 hit
15
The slide uses a case study approach to expose a company's lack of communication and failure to mitigate fraud.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Voice Of Customer1 hit
16
The slide uses quotes from a 'Demurrage report' to bolster the argument that Sinch is failing to address fraud.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Voice Of Customer1 hit
17
The slide uses a qualitative argument supported by LinkedIn SalesNavigator search data to frame Sinch as under-resourced in critical compliance functions compared to its peer, Twilio.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Capability Gap1 hit
18
The slide presents two bar charts: the top one compares Sinch and Twilio, while the bottom one expands the comparison to include Bandwidth Inc and Infobip.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Capability Gap1 hit
19
The slide uses a narrative-driven approach to frame Sinch's business model as complicit in fraud, contrasting it with industry standards and regulatory requirements like STIR/SHAKEN.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
20
The slide uses anecdotal evidence and statistical data to frame the problem of imposter scams.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
21
Sinch AB (SINCH)Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Solution (Provide relief)1 hit