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Problem Agitate Solution Problem Identify Pain
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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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The slide uses a Q&A format to present anecdotal evidence from industry reps and a physician to challenge the market value of rapid diagnostic systems.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 '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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Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · Problem1 hit
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Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · Problem1 hit
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The slide uses a red callout box and a red arrow to visually emphasize the market collapse.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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General Growth Properties (GGWPQ)General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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The chart uses a visual arrow to emphasize the magnitude of the decline.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
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Uses a causal flow diagram (Economic Weakness -> Accommodative Monetary Policy).Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
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Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses a diagnostic approach to identify why a subsidiary is underperforming relative to franchisees.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Problem1 hit
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The slide highlights the performance gap between company-owned and franchised units, adjusted for market rent and franchise fees.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Problem1 hit
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Part of an activist investor deck targeting McDonald's.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Problem1 hit
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The slide uses a narrative structure to build a case for a short position, citing specific financial and regulatory risks.New Age Beverage Corp. (NBEV) · Grizzly Reports
Research note Short seller Beat · Problem1 hit
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This is a research note page from Grizzly Reports detailing short-thesis arguments against NBEV.New Age Beverage Corp. (NBEV) · Grizzly Reports
Research note Short seller Beat · Problem1 hit
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The slide uses a 'Grizzly Reports' branding, indicating a short-seller research note style.New Age Beverage Corp. (NBEV) · Grizzly Reports
Research note Short seller Beat · Problem1 hit
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses a 'MISTAKE' callout to frame the board's decision as a strategic error.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses yellow callout boxes to emphasize negative board actions.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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Includes stock performance charts and a table comparing WUBA to FXI.58.com Inc. (WUBA) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit