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Problem Agitate Solution
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62
Spruce Point Capital Management short report slide.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
63
The slide uses a red-background callout style to emphasize the discrepancy between reported and adjusted figures.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
64
The slide uses a 'fraud-exposure' or 'expose_contradiction' logic to challenge company-reported metrics.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal2 hits
07
Includes citations 26 and 27.Ramaco Resources, Inc. (METC) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction2 hits
30
American Capital, Ltd. (ACAS)American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction2 hits
31
Includes a detailed valuation table comparing Low, Mid, and High cases.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction2 hits
32
The chart uses a waterfall-bridge structure to illustrate the components of value creation.American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction2 hits
33
American Capital, Ltd. (ACAS)American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction2 hits
34
American Capital, Ltd. (ACAS)American Capital, Ltd. (ACAS) · Elliott
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction2 hits
09
The slide uses a combination of a large performance matrix and three smaller tables showing performance before and after the Elliott proxy fight.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Problem Statement2 hits
12
Uses Porter's 'What is Strategy' framework to critique Arconic's management.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits
13
The slide uses a bar chart comparison to argue that Arconic's assets are underutilized compared to its identified competitors.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits
14
The slide uses a list of 'X' marked points to systematically dismantle the current CEO's management style.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits
15
Uses a quote-based attack strategy to undermine leadership credibility.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits
16
The slide uses a timeline-based narrative to expose a governance failure.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits
17
Arconic Inc. (ARNC)Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits
18
The slide uses a numbered list to outline a strategic roadmap for corporate transformation.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor Beat · Expose Contradiction2 hits
13
The slide uses circular image callouts to represent specific property locations on a US map.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)2 hits
14
The slide uses a comparison table to establish the scale and maturity of HHC's assets.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)2 hits
16
Howard Hughes Corporation (HHC)Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)2 hits
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The slide emphasizes long-term holding strategy by showing price appreciation over time.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)2 hits
18
Howard Hughes Corporation (HHC)Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)2 hits
19
The slide uses a contrast-pairs framework to highlight the strategic shift in management philosophy.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)2 hits
05
This is a research note page from a Pershing Square presentation, likely part of their short thesis on Herbalife.Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor Beat · Expose Contradiction2 hits
06
The slide uses a 'villain critique' style to frame Herbalife's lack of data collection as evidence of a pyramid scheme.Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor Beat · Expose Contradiction2 hits
07
This is a text-heavy research note slide from a Pershing Square presentation on Herbalife.Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor Beat · Expose Contradiction2 hits
07
Includes Google Maps screenshots, historical aerial imagery comparison, building permit records, and tax assessment data.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction2 hits
77
Includes a copy of a Grant, Bargain, Sale Deed and a Declaration of Value form for 5421 E. Cheyenne.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction2 hits
04
This slide functions as a legal/regulatory petition argument, using evidence-based reasoning to refute the adequacy of current safety warnings.Soleno Therapeutics (SLNO) · Kir Kahlon
Regulatory filing Short seller Beat · Problem & Complication2 hits
05
This is a research note from Grizzly Reports regarding 58.com (WUBA).58.com Inc. (WUBA) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits