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Overcoming Monster
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This is page 3 of a shareholder letter, likely from an activist investor campaign.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Expose Contradiction2 hits
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Uses a combination of a pull-quote and news clippings to build a narrative of corporate mismanagement.United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor Beat · Villain Critique2 hits
09
United States Steel Corporation (X)United States Steel Corporation (X) · 21_Ancora
Activist deck Activist investor Beat · Villain Critique2 hits
45
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal2 hits
46
The slide highlights a discrepancy between the technical disclosure of patent expiration in 2012 and the more aggressive, defensive stance taken in analyst Q&A.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal2 hits
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This slide uses a classic 'thesis-antithesis' structure to undermine a company's public narrative.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal2 hits
48
The slide uses a legal perspective to frame a business threat.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal2 hits
49
Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal2 hits
50
The table provides a breakdown of acquisition dates, prices, revenue, multiples, and goodwill/intangible allocations for Tully's, Timothy's, Diedrich, and Van Houtte.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal2 hits
08
The transcript illustrates a potential fraud or phishing scenario where a merchant is using the Alipay logo without authorization.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
11
The slide serves as an external validation of the research note's thesis by citing a third-party investigative report.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
13
The slide uses a narrative of legal risk and tax evasion to discredit the company's reported business model.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
14
The text describes a pattern of related-party transactions and potential circular fund flows between TRE and Hongji.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
15
Includes a business card for Lei Guangyu as context for the investigation.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
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The slide uses a sarcastic title to frame the impossibility of the company's claims.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
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The text uses a 'reductio ad absurdum' argument to expose the fraud.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
38
The slide uses highlighting to draw attention to 'TRE' entities, suggesting a focus on related-party transaction analysis.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
11
The slide uses forensic accounting logic to compare public filings (10-K) against internal PRC tax filings and independent vendor quotes to expose fraud.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
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This is a page from a Muddy Waters short-seller research report.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
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This appears to be a site visit photo from a Muddy Waters research report.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
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This appears to be a page from a short-seller research report by Muddy Waters, LLC, likely used to illustrate the scale or condition of the company's assets.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
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Likely part of a short-seller report (Muddy Waters, LLC) intended to provide visual evidence of facility conditions.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
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This appears to be a visual evidence slide from a Muddy Waters short report.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
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The slide uses visual evidence to undermine the company's operational quality claims.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
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This slide is part of a short-seller report by Muddy Waters, LLC, intended to expose operational deficiencies.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
20
The slide uses visual evidence to cast doubt on the operational status of a production line.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
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This is a page from a Muddy Waters short-seller research report.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
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The slide uses a forensic accounting approach to challenge the validity of reported inventory assets.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
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The slide uses a visual metaphor of trash to challenge the financial reporting of the company.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
05
This is a page from a shareholder letter by Bluebell Capital Partners criticizing a proposed transaction.Glencore Plc (GLEN) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Critique of Glencore Plc's offer2 hits