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slides · global inventory

Consultants Gambit Problem Complication

Beat collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 5,737
Current window 3,691-3,720
Pages 192
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Beat: Consultants Gambit Problem Complicationclear collectionreset all
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3,691-3,720 of 5,737

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The slide uses a red-bordered callout box for the primary thesis and a two-row table for supporting arguments.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem & Complication1 hit
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The slide uses a sidebar-body layout common in activist decks to present a series of red flags.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem & Complication1 hit
08
This is a classic activist investor thesis slide, setting the stage for the subsequent critique.Construction Partners, Inc. (ROAD) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem & Complication1 hit
02
Includes a detailed capitalization table and a multi-year financial model summary with valuation multiples.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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The chart shows an adjustment to Carvana's GAAP retail GPU to align with CarMax's reporting standards, showing convergence.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
02
The slide uses two charts from Datawrapper to highlight Tesla's growth trajectory relative to competitors.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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Citron Research note highlighting Tesla's market leadership in Q3 2018.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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Slide 1
The slide functions as a classic short-seller research note introduction, establishing the thesis and the firm's position.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Problem & Complication1 hit
02
Digital World Acquisition Corp (DWAC)Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Problem & Complication1 hit
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This is a short-seller research note summary highlighting red flags.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Problem & Complication1 hit
04
This is a research note from Kerrisdale Capital regarding a short thesis on DWAC.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Problem & Complication1 hit
05
Includes a quote from a former SEC official to bolster the bearish thesis.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Problem & Complication1 hit
01
Slide 1
This is a standard legal disclaimer page for an investment research firm.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Problem & Complication1 hit
02
This is a short-seller research note page. The questions are designed to expose contradictions in the company's public narrative.Inogen, Inc. (INGN) · Carson C. Block
Research note Short seller Beat · Problem & ComplicationLoop · Anchor1 hit
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This is a research note page detailing a specific legal risk (Mosten vs. Manulife) and its potential impact on capital adequacy and dividends.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller Beat · Problem & Complication1 hit
05
This slide functions as a 'villain critique' or 'preempt_rebuttal' by Muddy Waters, using an external expert to validate their thesis.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller Beat · Problem & ComplicationLoop · The Reveal1 hit
03
The slide lists questions 1-7 of an 11-question set. It highlights potential accounting misstatements and lack of transparency.SoFi Technologies (SOFI) · Muddy Waters, LLC
Research note Short seller Beat · Problem & ComplicationLoop · Aha Moment1 hit
04
The slide uses a table to frame specific accounting/contractual questions as a way to expose potential contradictions in SOFI's public disclosures.SoFi Technologies (SOFI) · Muddy Waters, LLC
Research note Short seller Beat · Problem & ComplicationLoop · Aha Moment1 hit
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This is a transcript page from a corporate meeting document.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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This page appears to be part of a Q&A or disclosure document from an Ordinary General Meeting.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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The slide is a continuation of a Q&A or inquiry document, specifically focusing on Evolution Media Net, Digital Partners, and Infoscreen.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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Transcript from Ströer SE & Co. KGaA Ordinary general meeting on June 22, 2016.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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This is a verbatim transcript of a meeting, not a standard presentation slide.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
02
This is a research note/investor letter. It uses aggressive, confrontational language to frame the company's management as fraudulent.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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This is a research note page from a short-seller report (likely Muddy Waters or similar) alleging accounting fraud.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
02
The slide uses a confrontational tone typical of short-seller research notes, framing the company's silence on specific points as an admission of guilt.XL Fleet (XL) · Carson C. Block
Research note Short seller Beat · Problem & ComplicationLoop · Aha Moment1 hit
02
The slide uses quotes from Deutsche Bank, Tianfeng Securities, and Bloomberg to build a bearish case against NIO based on Tesla's pricing power.NIO Inc. (NIO) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
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This is a research note from Muddy Waters Research, acting as an activist short report.Sunrun Inc. (RUN) · Carson Block
Research note Short seller Beat · Problem & ComplicationLoop · Aha Moment1 hit
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Slide 1
The slide uses an external authority (Wharton professors) to validate a bearish thesis on Wayfair's financial health.Wayfair (W) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
02
Uses Bloomberg terminal charts to illustrate the divergence between fundamental performance (EPS) and market valuation.Wayfair (W) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit