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slides · global inventory

Overcoming Monster The Call

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

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Matching slides 188
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The slide provides a technical defense of overplanting by referencing official UK policy and NREL degradation studies.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · The Call1 hit
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This is a page from a shareholder letter/activist investor report. It uses footnotes to provide technical context on panel degradation.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · The Call1 hit
13
The slide uses a confrontational tone to question the legitimacy of BP's project authorization strategy.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · The CallLoop · Cost Of Inaction1 hit
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Slide 1
BlackRock (BLK)BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Call to Action1 hit
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BlackRock (BLK)BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Call to Action1 hit
03
BlackRock (BLK)BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Call to Action1 hit
04
BlackRock (BLK)BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Call to Action1 hit
05
This slide outlines a specific shareholder proposal regarding corporate governance structure.BlackRock (BLK) · Giuseppe Bivona and Marco Taricco
Activist deck Activist investor Beat · The Call to Action1 hit
01
Slide 1
Includes a performance comparison table against FTSE 250 and Peer Group.C&C Group plc (CCR) · Arnaud Ajdler
Press release Activist investor Beat · The Call1 hit
01
Slide 1
The chart shows a significant divergence between CPI PG's reported property value changes and the broader vdp Property Price Index.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Call1 hit
02
CPI Property Group (CPIPGR)CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Call1 hit
03
The slide argues that the valuation increase is not justified by the minor increase in GLA (square footage) and suggests the valuations are unrealistic.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The CallLoop · Aha Moment1 hit
04
This slide serves as an introduction to 'Part 2' of the activist report, focusing on asset valuation and occupancy discrepancies.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The CallLoop · Aha Moment1 hit
05
This is a classic activist short-seller 'thesis' slide, framing a specific asset as evidence of accounting or valuation fraud.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The CallLoop · Aha Moment1 hit
01
Slide 1
CPI Property Group (CPIPGR)CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Call1 hit
02
Includes specific clauses regarding anti-SLAPP, jurisdiction in Austin, Texas, and a one-year statute of limitations for claims.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Call1 hit
03
The slide serves as a bridge between a previous report and the current section, highlighting specific red flags (seller financing, proxy individuals linked to money laundering).CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Call1 hit
01
Slide 1
This is a classic Muddy Waters short-seller research note cover page.Duoyuan Global Water Inc. (DGW) · Carson C. Block
Research note Short seller Beat · The Call1 hit
02
The slide uses a 'fraud-exposure' framework to detail the discrepancy between reported financials and actual audit findings.Duoyuan Global Water Inc. (DGW) · Carson C. Block
Research note Short seller Beat · The Call1 hit
03
The yellow shaded area highlights the period where the correlation between revenue and imports diverges significantly.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Call1 hit
04
The slide outlines a specific fraud allegation regarding inventory accounting and revenue recognition.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Call1 hit
05
Muddy Waters Research short thesis slide.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Call1 hit
01
Slide 1
This is a standard corporate press release document.Dye & Durham Limited (DND) · Engine Capital
Press release Activist investor Beat · The CallLoop · Cost Of Inaction1 hit
10
Uses a three-column layout to categorize the sources of lost credibility.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The CallLoop · David Goliath1 hit
01
Slide 1
This is the first page of a formal shareholder letter.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · The Call1 hit
01
Slide 1
Core Laboratories (CLB)Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Call1 hit
02
Includes a specific verbal reminder about the presenter's current portfolio position.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Call1 hit
03
The slide provides a standard financial bridge from market capitalization to enterprise value.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Call1 hit
04
Includes a cartoon illustration used as a visual metaphor for 'lighter' vs 'heavier' fluids.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Call1 hit
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The cartoon serves as a humorous hook for the company's value proposition in reservoir analysis.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Call1 hit
01
Slide 1
This is a classic Muddy Waters short-seller research note cover page.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Call to Action1 hit
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Uses a quote from The Wire to frame the contradiction between the CFO's public statements and the reality of the franchise model.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Call to Action1 hit
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The slide uses a 'gotcha' transcript to frame the subsequent fraud allegation.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Call to Action1 hit
04
This is a page from a short-seller research report (Muddy Waters style).New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Call to Action1 hit
01
Slide 1
Muddy Waters research note format; includes standard legal disclaimer and key investment thesis points.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Call1 hit
02
The slide uses the Olympus scandal as a comparative framework for FMCN's alleged malfeasance.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Call1 hit
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This is a page from a Muddy Waters research report exposing corporate malfeasance.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Call1 hit
04
The slide contains footnotes referencing specific data sources for the claims made.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Call1 hit
01
Slide 1
This is a short-seller research report by Muddy Waters LLC. It uses the Olympus scandal as a precedent for corporate fraud.Focus Media Holding Ltd. (FMCN) · Carson Block
Research note Short seller Beat · The Call1 hit
01
Slide 1
Standard legal boilerplate for investment research.Superb Summit International Group Limited (1228.HK) · Carson C. Block
Research note Short seller Beat · The Call1 hit
02
This is a short-seller research report page.Superb Summit International Group Limited (1228.HK) · Carson C. Block
Research note Short seller Beat · The CallLoop · The Reveal1 hit
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This page appears to be part of an investigative report or forensic audit regarding corporate governance and potential corruption.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The Call1 hit
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The slide functions as an investigative disclosure, highlighting corporate governance concerns through specific financial data points and footnotes.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The Call1 hit
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This page appears to be part of a larger investigative report or shareholder activist document, focusing on corporate governance and transparency issues.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The Call1 hit
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This page serves as a disclosure/evidence page for a shareholder letter, focusing on investigative journalism reports regarding corruption.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The Call1 hit
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This page serves as a narrative disclosure/appendix detailing the historical context of TeliaSonera's operations in Azerbaijan.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The Call1 hit
01
Slide 1
Vivion Investments S.à.r.l.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Call1 hit
02
This is a classic short-seller 'thesis' slide, framing the company as a 'shell game' involving fraudulent loans and inflated property values.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Call1 hit
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This is a short-seller research note page focusing on corporate governance and potential fraud.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Call1 hit
04
The document structure suggests a forensic accounting or short-seller research report.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Call1 hit
01
Slide 1
Office Depot, Inc. (ODP)Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Call1 hit
02
This is a standard introductory slide for an activist investor deck, establishing credibility and alignment with shareholders.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Call1 hit
21
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Call to ActionLoop · The Reveal1 hit
22
The slide uses a 'before-after' style logic to contrast headline performance with underlying operational reality.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Call to ActionLoop · The Reveal1 hit
23
Uses a red dashed box to group the 'unproven' segments. The slide contrasts revenue growth and EBIT margins for Nutrition & Health and Industrial Biosciences against Agriculture.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Call to ActionLoop · The Reveal1 hit
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Uses a before-after comparison to highlight hidden value and corporate inefficiency.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Call to ActionLoop · The Reveal1 hit
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Uses a combination of bar charts and line charts to demonstrate underperformance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Call to ActionLoop · The Reveal1 hit
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Uses a simple input-output process diagram to highlight the failure of R&D investment.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Call to ActionLoop · The Reveal1 hit
27
The slide uses a combination of bar charts and a comparison table to highlight poor capital allocation and low returns.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Call to ActionLoop · The Reveal1 hit
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Uses a rhetorical question to frame the contradiction.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Call to ActionLoop · The Reveal1 hit