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Overcoming Monster
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901-930 of 10,649
05
The slide functions as a high-stakes warning/disclaimer regarding tax compliance and investment risk.POET Technologies Inc. (POET) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction2 hits
03
The slide uses anecdotal evidence from former employees and financial data to challenge the company's narrative.Innodata, Inc. (INOD) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction2 hits
131
Uses direct quotes from a former employee to frame the company's technology as physically unfeasible.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
132
Uses a vertical bar to indicate a block quote from a source.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
133
The slide uses red annotations and arrows to highlight the lack of comprehensive data in QuantumScape's Q4 2020 shareholder letter.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
134
The slide uses a red-circled chart to illustrate the 'sleight of hand' in data presentation.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
135
Includes expert commentary on technical limitations of multi-layer pouch cells.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
136
The slide uses a red arrow and annotation to point out the small sample size in the provided chart.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
137
QuantumScape (QS)QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
138
Uses a direct quote-based contrast to undermine company credibility.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
139
Uses direct quotes to undermine the company's technical credibility.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
140
Uses highlighted text to emphasize key skeptical points from former employees.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
141
Uses direct quotes to undermine company credibility regarding manufacturing capabilities.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
142
QuantumScape (QS)QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
143
Uses expert quotes to frame the company's technology as a 'pipe dream' due to manufacturing challenges.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
144
Uses a video screenshot and a direct quote to establish authority and cast doubt on a competitor's feasibility.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
145
Uses highlighted text within quotes to emphasize key criticisms.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
146
The slide uses expert testimony to expose a technical contradiction in the company's claims.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
147
Uses a combination of a chart from a company presentation and direct quotes from an SEC 10K filing to highlight a discrepancy.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
148
Uses yellow highlighting to emphasize critical technical concerns within the quotes.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
149
The slide uses a 'villain critique' style to undermine the technical feasibility of the company's core product.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
12
The slide uses a 'Spy The Lie' framework to interpret CEO responses as deceptive.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Critique of TransMedics Group Inc.2 hits
13
The slide uses aggressive, accusatory language ('fraud', 'hubris', 'one-trick pony') to frame the company negatively.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Critique of TransMedics Group Inc.2 hits
14
The slide uses a 'villain' narrative to frame the CEO's actions as potentially criminal, leveraging a recent legal precedent to build credibility.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Critique of TransMedics Group Inc.2 hits
15
The slide uses a short-selling thesis style, highlighting valuation concerns and legal/regulatory risks in the medical air transport industry.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Critique of TransMedics Group Inc.2 hits
16
The slide uses a 'wink-wink' narrative to frame the company's own marketing as evidence of a non-clinical value proposition.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Critique of TransMedics Group Inc.2 hits
17
The slide uses highly charged, aggressive language to frame the company and its leadership as predatory and unprofessional.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Critique of TransMedics Group Inc.2 hits
18
The slide uses direct quotes to build a narrative of customer churn risk, specifically highlighting the threat of switching to OrganOX.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Critique of TransMedics Group Inc.2 hits
19
The slide uses a combination of narrative summary and a direct Q&A transcript excerpt to substantiate claims of unethical conduct.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Critique of TransMedics Group Inc.2 hits
20
The slide uses strong, emotive language ('greedy', 'predatory', 'hate') to frame the company as a villain in the transplant market.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Critique of TransMedics Group Inc.2 hits