Matching slides 6,329
Current window 2,011-2,040
Pages 211
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Beat

2,011-2,040 of 6,329

filter-aware
17
Uses a 'before-after' comparison to highlight a specific omission in corporate disclosure.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinizedLoop · Aha Moment1 hit
18
Uses a table-like structure to present an interview transcript.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinizedLoop · Aha Moment1 hit
19
The table shows a clear trend of the ratio of ambassadors to full-time employees exceeding 1.0 by 2024.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinized1 hit
20
Uses a table to highlight the shift from reporting high NPS scores to non-disclosure.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · CLEAR's business model and financials are scrutinized1 hit
01
Slide 1
The slide uses a satirical image of a person looking over a landscape with a speech bubble questioning the presence of uranium, implying the company's claims are unproven.Uranium Energy Corp (UEC) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
01
Slide 1
The slide uses a screenshot of a prediction market as a proxy for market sentiment/risk assessment.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
02
DraftKings Inc. (DKNG)DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
03
The slide uses a 'precedent' structure to build authority by showing a past successful short thesis.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
04
The slide uses stock charts to validate the firm's predictive capabilities.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
05
Features the Spruce Point Capital Management logo (pine tree).DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
01
Slide 1
The slide uses a visual metaphor of a factory floor to frame the core investment thesis: technical success vs. commercial viability.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
02
IperionX Ltd. (IPX)IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
03
IperionX Ltd. (IPX)IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
04
Features the Spruce Point Capital Management logo (pine tree).IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
01
Slide 1
This is a classic activist short-seller 'thesis' cover slide, utilizing strong, inflammatory language to frame the company as a fraud.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Hook1 hit
02
The quote is presented in English and Japanese, serving as a thematic transition or opening hook for a section exposing corporate dishonesty.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Hook1 hit
03
Page number 3 in the bottom right corner.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Hook1 hit
04
The slide uses a narrative-driven TOC structure, where each section header is followed by a summary paragraph detailing the core thesis of that section.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Hook1 hit
01
Slide 1
Uses a satirical illustration of a prospector with a metal detector and helicopter to mock the company's claims.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Hook1 hit
10
The slide highlights a discrepancy between market cap rank (64th in Japan) and trading volume (top 10 globally), comparing it to tech giants and semiconductor peers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
03
Uses excerpts from a PwC Monitor report to contradict the valuation of the acquired assets.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
04
This is a research note from Bonitas Research highlighting non-disclosure and industry context regarding mining licenses.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
05
Includes a map of the Clarion-Clipperton Fracture Zone Exploration Areas for Polymetallic Nodules.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
06
The slide uses excerpts from financial reports to challenge the company's asset valuation.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
07
The slide uses a table to contrast company-reported data against regulatory records to prove financial misrepresentation.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
08
Includes red-boxed highlights on specific financial figures.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
09
Includes a direct excerpt from ISA regulations regarding termination of sponsorship.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
10
The slide highlights the shift in director nationality from Tonga to Australia/Canada, likely to imply a lack of local substance or control.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
11
The slide uses a screenshot of a Kitco News interview and technical diagrams to establish a link between the current company and a failed predecessor.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The Monster1 hit
12
The slide uses direct excerpts from legal/financial documents to challenge corporate claims.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The Monster1 hit