anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Evidence

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

Search Insights JSON Unlock
Matching slides 40,452
Current window 14,431-14,460
Pages 1,349
Rows per page 30
Beat: Evidenceclear collectionreset all
18 30 60

Beat

14,431-14,460 of 40,452

filter-aware
11
U.S. Concrete Inc (USCR)U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
12
Spruce Point Capital Management activist short report slide.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
13
Uses a dual-axis combo chart (bar for absolute values, line for percentage) to highlight the gap between guidance and reality.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
14
The slide uses a dual-chart layout to contrast acquisition growth with debt metrics, specifically calling out pre-crisis levels.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
10
The slide explicitly details the methodology for the adjustments in the footer and the top text block.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
11
The slide uses a callout box to highlight the discrepancy between EBITDA and FCF.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
12
The slide uses a yellow highlight column to emphasize the total cash generated from investing activities over the 2011-2016 period.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
13
Globant SA (GLOB)Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
14
Uses a callout box to highlight a specific quote and a table to demonstrate the discrepancy in growth contribution.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
15
Uses a 'Globant's View' vs 'Spruce Point Uncovering Reality' contrast frame.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
16
Uses callout boxes to highlight the contradiction between management quotes and the underlying data table.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
17
Uses a direct quote from a conference call to establish the 'before' state, followed by a data table to 'expose' the contradiction.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
04
This is a research note page from Kerrisdale Capital criticizing Carvana's business model and growth prospects.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · EvidenceLoop · Mece Breakdown1 hit
05
Includes a quote from a former Director of Operations to support the thesis that rapid growth requires sacrificing unit economics.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · EvidenceLoop · Mece Breakdown1 hit
06
The slide uses a 'valuation bridge' style table to demonstrate that the market's implied stock price for Carvana requires unrealistic growth and margin assumptions.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · EvidenceLoop · Mece Breakdown1 hit
07
The slide uses a narrative approach to expose the contradiction between Carvana's original business model and its current operational reality.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · EvidenceLoop · Mece Breakdown1 hit
08
The slide uses a valuation bridge to justify a significant downside price target.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · EvidenceLoop · Mece Breakdown1 hit
04
The slide uses a comparative table to show the inverse relationship between Tesla Model 3 sales growth and the declining sales of traditional luxury sedans.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
05
The slide uses a table to show YoY decline in mass-market sedan sales for Toyota and Honda to support the thesis that Tesla is cannibalizing their market share.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
03
Nebius Group (NBIS)Nebius Group (NBIS) · Citron Research
Research note Short seller Beat · Desire1 hit
03
The slide serves as a post-mortem analysis of investment failures, incorporating a Warren Buffett quote to reinforce the thesis.Multiple (portfolio update) · Citron Research
Research note Short seller Beat · DesireLoop · Cost Of Inaction1 hit
03
This slide functions as a list of investigative questions directed at management, likely from a short-seller report.CPI Property Group (CPIPGR) · Carson Block
Shareholder letter Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
03
The slide functions as a summary/conclusion page for a Citron Research report, including a financial snapshot and mandatory legal disclosures.Vishay Precision Group (VPG) · Citron Research
Research note Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
05
The slide includes a table comparing institutional ownership percentages and a narrative section outlining expectations for board and auditor responses to the research report.SoFi Technologies (SOFI) · Muddy Waters, LLC
Research note Short seller Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
03
The slide functions as a rebuttal tracker, listing specific allegations and the company's denial status.XL Fleet (XL) · Carson C. Block
Research note Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
04
This is a text-heavy research note page acting as a rebuttal to company management's defense.XL Fleet (XL) · Carson C. Block
Research note Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
03
The slide uses a bearish tone to critique NIO's valuation and investor base.NIO Inc. (NIO) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
03
The slide uses a 'bullshit' framing to attack a corporate narrative. It includes a screenshot of government instructions and a custom table to prove a point about reporting lags.Sunrun Inc. (RUN) · Carson Block
Research note Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
04
This is a research note from a short-seller report (MW = Muddy Waters). It uses a forensic accounting methodology to challenge company disclosures.Sunrun Inc. (RUN) · Carson Block
Research note Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
03
The slide uses a list-based structure to present multiple arguments for a short position.Wayfair (W) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Cost Of Inaction1 hit