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Includes a highlighted quote from a peer-reviewed article regarding the system's inability to replace standard of care.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Problem (Identify pain)1 hit
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The slide presents qualitative evidence from industry representatives to frame AXDX's competitive position as limited by its narrow focus on blood stream infections and reliance on surrogate measurements.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Problem (Identify pain)1 hit
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The slide uses external citations (FDA approval, peer-reviewed article, ECCMID poster) to build a negative case against the subject technology.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Problem (Identify pain)Loop · Zoom In1 hit
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The slide uses a Q&A format to highlight technical and operational weaknesses in the AXDX Pheno system.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Problem (Identify pain)Loop · Zoom In1 hit
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The slide uses a combination of technical critique and competitive intelligence (QuantaMatrix interview) to undermine the value proposition of the Pheno system.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Problem (Identify pain)Loop · Zoom In1 hit
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The slide presents qualitative evidence from industry interviews and literature to argue against the economic viability of the Pheno system.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Problem (Identify pain)Loop · Zoom In1 hit
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Slide 1
This is the first page of an 11-page research note by Wolfpack Research.B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Beat · Situation & Context1 hit
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The slide highlights the interconnectedness between Brian Kahn and the firm, specifically through Vintage and Badcock Receivables.B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Beat · Situation & Context1 hit
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Image file not found at /tmp/legacy-images/c376647f4b11/slides/003.jpg; unable to inspect contents.B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Beat · Problem & Complication1 hit
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Image file not found at /tmp/legacy-images/c376647f4b11/slides/004.jpg; unable to inspect contents.B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Beat · Problem & Complication1 hit
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Image file not found at /tmp/legacy-images/c376647f4b11/slides/005.jpg; unable to inspect contents.B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Beat · Problem & Complication1 hit
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Image file not found at /tmp/legacy-images/c376647f4b11/slides/006.jpg; unable to inspect contents.B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Beat · Problem & Complication1 hit
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Image file not found at /tmp/legacy-images/c376647f4b11/slides/007.jpg; unable to inspect contents.B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Beat · Problem & Complication1 hit
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Includes a screenshot of an SEC Form 4 filing as evidence of the margin call.B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Beat · Evidence & ProofLoop · The Reveal1 hit
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The tone is highly critical, using terms like 'dumpster fire'.B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Beat · Impact & Next StepsLoop · The Reveal1 hit
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Includes a table of goodwill/intangibles and a line chart showing declining operating margins.B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Beat · SolutionLoop · Iceberg1 hit
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Includes a screenshot of a Badcock advertisement and a line chart showing the rapid increase in FRG's provision for doubtful accounts.B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Beat · SolutionLoop · Iceberg1 hit
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The slide uses a peer valuation table to argue that RILY is overvalued and should trade significantly lower.B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Beat · Solution1 hit
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Slide 1
The slide uses a 'short thesis' narrative structure, highlighting a discovery of obscure rate filings to estimate losses.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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This is a research note page detailing specific claims regarding MCY's insurance exposure and regulatory filings.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The slide serves as a methodological disclosure for the research findings presented in the preceding bullets.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide contains a screenshot of a regulatory filing header and a paragraph of analytical commentary regarding exposure in specific zip codes.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide contains two separate data tables from different pages of a rate filing (p. 1215 and p. 1216) to illustrate specific zip code impacts.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The maps use a color-coded system (red, black, green, yellow, beige) to represent different levels of fire damage to homes.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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Includes references to external data sources and methodology for geocoding property damage.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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Methodology relies on LA County inspection data, Zillow home values, and expert interviews regarding insurance coverage endorsements.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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Includes two tables detailing HO-3 and Landlord policy losses, followed by a narrative justification for a $2B+ total loss estimate.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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The slide uses a narrative structure to expose a potential accounting/contractual manipulation by the company.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Solution (Provide relief)Loop · Analogy1 hit
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Includes expert testimony snippets and statutory filing data.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Solution (Provide relief)Loop · Analogy1 hit
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The slide uses three distinct tables to build a case for potential regulatory intervention due to capital depletion.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit