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Overcoming Monster
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61
Uses Wayback Machine screenshots to prove content was scrubbed.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
62
Uses screenshots of Twitter to cast doubt on the legitimacy of the company's growth metrics.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
63
Uses excerpts from a prospectus and shareholder table to substantiate claims of interconnectedness.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
64
Uses red circles and arrows to visually link dates and events across different press releases and LinkedIn profiles.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
65
Spruce Point Capital Management branding (pine tree logo).MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
66
The slide uses a red background for the 'Shady and/or Aggressive Accounting and Reporting' section to emphasize negative findings.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
67
Uses a chronological timeline to highlight the contradiction between the acquisition pitch and later SEC filings.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
68
Uses a table to contrast actual performance against qualitative claims from Barclays and RCA deal calls.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
69
Includes a red arrow annotation highlighting the 20-year figure in the table.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
70
The slide argues that the 20-year assumption is aggressive and provides a pro-forma adjustment to show the impact on net income.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
71
Uses Wayback Machine screenshots as evidence of a corporate retraction.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
72
The slide highlights the crowded nature of the CRE analytics market, which is a key part of the activist thesis against MSCI.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
73
Uses a red box and arrow to link the executive's presence in a deal presentation to her LinkedIn employment history showing a departure date.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
74
The slide uses a table format to present Q&A pairs from an expert interview.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
75
The slide uses a Q&A format to present expert testimony.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
76
The table uses a highlight row for the subject transaction (RCA/MSCI) to draw attention to the outlier multiples.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
19
The chart uses a waterfall bridge to show the delta between the base market cap and the final market cap, highlighting the negative impact of capital allocation.Outerbridge Comtech Presentation November 2021 · outerbridge-comtech-presentation-november-2021
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain3 hits
05
The slide uses a corporate structure diagram to illustrate the control held by Yuzhu Shi and his daughter Jing Shi.Playtika Holding Corp. (PLTK) · Grizzly Research
Research note Short seller Beat · AttentionLoop · Cost Of Inaction3 hits
08
Includes direct excerpts from CSRC inquiries translated into English.Playtika Holding Corp. (PLTK) · Grizzly Research
Research note Short seller Beat · Critique of villainLoop · Cost Of Inaction3 hits
09
The slide presents a series of regulatory questions (in Chinese and English) directed at Playtika, framing them as a significant risk factor.Playtika Holding Corp. (PLTK) · Grizzly Research
Research note Short seller Beat · Critique of villainLoop · Cost Of Inaction3 hits
10
Image file not available at expected path; could not inspect slide.Playtika Holding Corp. (PLTK) · Grizzly Research
Research note Short seller Beat · Critique of villainLoop · Cost Of Inaction3 hits
11
Includes a pull-quote from a legal filing and a disclaimer at the bottom.Playtika Holding Corp. (PLTK) · Grizzly Research
Research note Short seller Beat · Critique of villainLoop · Cost Of Inaction3 hits
12
Includes a table of legal proceedings and an organizational chart showing ownership structure.Playtika Holding Corp. (PLTK) · Grizzly Research
Research note Short seller Beat · Critique of villainLoop · Cost Of Inaction3 hits
13
Includes a screenshot of a Qichacha equity pledge record as evidence.Playtika Holding Corp. (PLTK) · Grizzly Research
Research note Short seller Beat · Critique of villainLoop · Cost Of Inaction3 hits
18
Includes a specific table for estimated fund payouts by fiscal year.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Iceberg3 hits
19
The slide uses a series of rhetorical questions to challenge the financial integrity of the investment structure.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Iceberg3 hits
22
The slide uses a skeptical tone to discredit industry projections, citing a conference source and a comparative analogy to drug legalization.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction3 hits
23
The slide uses a bar chart to show historical price growth and a table to highlight the specific financial assumptions (e.g., 2% annual price escalation) that the author argues are economically illogical.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction3 hits
24
Includes two figures: a dual-axis line chart for import trends and a data table for export transactions.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction3 hits
25
The slide uses data tables and bulleted fact-checking to undermine specific claims made by the subject company.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction3 hits