slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,834
Current window 3,211-3,240
Pages 10,128
Rows per page 30
Component
3,211-3,240 of 303,834
09
Uses before-after comparison of corporate messaging and press releases to demonstrate a weakening value proposition.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Call to AdventureLoop · Zoom In3 hits
21
Uses a 'before-after' style comparison of disclosure text to expose a potential omission or change in narrative by the company.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal3 hits
72
The slide uses a 'before-after' or 'claim-vs-reality' structure to highlight the failure of the project despite initial hype.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 3 hits
292
The slide uses a Q&A format to highlight expert testimony and provides a screenshot of KLA's website as evidence.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
314
The slide uses highlighting to draw attention to specific phrases about production capacity and facility status.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
32
The slide uses red highlights to draw attention to specific R&D expense drivers and financial figures in the tables.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate3 hits
25
The slide uses a 'villain' framing (Nova) vs 'hero' framing (Felix Gold) to argue for the superiority of the competitor.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 3 hits
23
Includes a copy of a contractor price list as evidence of the price discrepancy.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data3 hits
27
The slide uses comparative financial analysis to argue that CSTE's reported figures are inconsistent with industry norms and competitor data.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data3 hits
18
The slide uses a combination of primary source excerpts and critical commentary to frame the Ferment Fund as a 'slush fund' rather than a legitimate investment vehicle.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique3 hits
08
The slide uses a narrative structure to frame the drug's history as a series of red flags and industry failures.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · Setup & Stakes3 hits
13
The slide uses a 'villain critique' style to undermine the company's marketing claims.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Monster3 hits
14
The slide uses strong, accusatory language ('disaster', 'fraud', 'kickback scheme', 'whales') to frame the company's business model as unsustainable and illegal.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Monster3 hits
66
The slide uses a 'quote-and-commentary' structure to expose potential corporate malfeasance or negligence.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Victory3 hits
70
The slide uses a 'villain' framing by highlighting the industry-wide failure of a specific drug class.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Victory3 hits
172
The slide uses a specific medical case study to establish a pattern of misdiagnosis and severity, linking it to the current subject (pitolisant).Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 3 hits
237
The slide uses a 'villain' framing to discredit the reliability of clinical data originating from Russia and Eastern Europe.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 3 hits
33
Uses direct quotes and historical context to undermine credibility.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Struggle to Overcome Technical Challenges3 hits
313
The slide uses yellow highlighting to emphasize specific claims and evasive answers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 3 hits
01
Includes a YouTube link referencing the film 'Spinal Tap' as a metaphor for the company's technology.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 3 hits
56
The slide uses yellow highlighting to emphasize the specific claims being challenged.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
67
The slide uses testimonials from former executives to build a case of fraud against the company's clinical trial methodology.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory3 hits
76
Uses testimonials to undermine the company's core value proposition.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory3 hits
77
The slide uses highlighted text to emphasize key pain points regarding battery life and charging frequency.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory3 hits
90
The slide uses testimonials to build a narrative of industry-wide dissatisfaction and lack of transparency regarding explant data.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory3 hits
159
Uses expert quotes to undermine the company's growth narrative.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 3 hits
165
Highlights specific exclusion criteria (BMI, pain location, SSDI, worker's comp) using red boxes to support the 'cherry-picking' argument.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 3 hits
198
The slide uses a 'villain critique' approach by framing the company's growth story as 'false' and 'misguided' while citing external regulatory bodies to validate the bearish thesis.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 3 hits
209
The slide uses external legal commentary to frame the company's business model as a 'textbook case' for potential FCPA violations.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 3 hits
01
Includes a satirical painting of monkeys (simians) engaged in human-like activities, likely mocking the company's business model.Quintis Limited (QIN) · Viceroy Research
Research note Short seller 3 hits