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Uses a 'vs' visual comparison to contrast old-fashioned oxygen tanks with portable concentrators.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Monster (Inogen's sales tactics)Loop · The Reveal2 hits
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The slide uses screenshots of Google search results to demonstrate the dominance of 1st Class Medical's paid advertising strategy.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Monster (Inogen's sales tactics)Loop · The Reveal2 hits
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The slide uses a quote from a regulatory filing to frame the subject's business practices as predatory.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Monster (Inogen's sales tactics)Loop · The Reveal2 hits
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Uses a direct quote from a 10Q filing to support the thesis.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Victory (Citron Research's findings)2 hits
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The slide uses a 'villain critique' structure to frame the company's marketing claims as fraudulent, referencing the Philidor scandal as a comparison.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Beat · Villain CritiqueLoop · Aha Moment2 hits
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Uses a flow diagram to illustrate the distribution of funds, highlighting the discrepancy between corporate claims and actual environmental impact.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Beat · Villain CritiqueLoop · Aha Moment2 hits
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The slide uses a comparison table to frame FleetCor's pricing as potentially fraudulent or egregious compared to WEX.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Beat · Comparison Table2 hits
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The slide uses screenshots of a presentation to illustrate the doctor's arguments, which Citron then undermines by pointing out financial incentives.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction2 hits
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Includes a screenshot of a presentation slide from Dr. William Johnson and a donut chart showing 83% vs 17% sentiment.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction2 hits
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Citron Research note highlighting Tesla's market leadership in Q3 2018.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
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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 Inaction2 hits
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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 Inaction2 hits
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Includes a screenshot of a Bloomberg terminal-style chart showing T Rowe Price's position in Tesla.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Solution & ApproachLoop · Cost Of Inaction2 hits
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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 Inaction2 hits
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Slide 1
The slide uses external news headlines as social proof to validate a bullish thesis on Edgio.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
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Citron Research note using external validation to support a stock recommendation.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
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The slide uses third-party validation (AWS/Microsoft) to counter potential skepticism about Edgio's capabilities.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Zoom In2 hits
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The slide uses a screenshot of a BrightTALK webinar as evidence of the partnership.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Solution (Provide relief)2 hits
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The slide contrasts past leadership failures with current leadership's forward-looking statements.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Solution (Provide relief)2 hits
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The slide uses a 'fraud-exposure' framework to link the CEO's ownership of FFIN to potential earnings manipulation.Freedom Holding Corp (FRHC) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter2 hits
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Includes a screenshot of a LinkedIn post by Brett Adcock regarding Figure AI.Vishay Precision Group (VPG) · Citron Research
Research note Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
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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 Inaction2 hits
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Slide 1
The arch illustration serves as a visual metaphor for the structural integrity of the company's financial reporting.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller 2 hits
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Slide 1
The slide uses a bearish thesis to challenge market sentiment on NVDA.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller 2 hits
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The slide uses a 'villain critique' approach to challenge NVIDIA's stock performance and management credibility.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction2 hits
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The slide uses a comparison table to frame the product offering, followed by a narrative critique of the company's IP strategy regarding the leaderboard feature.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The StruggleLoop · Hypothesis Test2 hits
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The slide uses a direct quote from the CEO to highlight perceived incompetence and unrealistic future assumptions.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The StruggleLoop · Hypothesis Test2 hits
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The slide uses a skeptical tone to argue that Peloton's valuation is disconnected from reality and that management is preparing to exit.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The StruggleLoop · Hypothesis Test2 hits
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Citron Research short thesis slide.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The Victory2 hits
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Includes a specific note to the reader regarding Peloton's valuation and market expectations.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The Victory2 hits