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Matching slides 110,471
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35,191-35,220 of 110,471
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Uses a custom flow diagram to map ownership (blue lines) and supply (red lines) to expose circular or self-dealing relationships.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 2 hits
31
The slide highlights a discrepancy between the number of approved companies and actual production capacity.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 2 hits
35
Slide 35 of an activist short report.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 2 hits
13
Uses a 'Sign' framework to identify market irrationality; provides a detailed quantitative breakdown to debunk the 'robotics acquisition' narrative.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
31
Uses a two-column comparison structure to debunk specific company claims.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
15
Critique of AtriCure's CONVERGE trial, specifically challenging the control group comparability.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter2 hits
03
This is a short-seller research note from Kerrisdale Capital.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller 2 hits
18
The slide presents specific clinical data points (sample sizes, hit rates, false positives) to undermine the clinical validity of the AlloSure test.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction2 hits
08
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
11
Includes two FOIA data tables as evidence of adverse events.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Loop · Cost Of Inaction2 hits
28
The slide uses specific examples to justify the exclusion or weighting of certain data points in a broader valuation model.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle2 hits
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The slide uses a split-screen layout to contrast two specific land plots (1244 and 1448) with map and street-view imagery.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle2 hits
09
This slide serves as an appendix providing granular evidence for property holdings mentioned in the research note.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Loop · Iceberg2 hits
10
The slide contains a mix of operational metrics, board member bios, and financial performance indicators.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Solution (Provide relief)2 hits
13
This is a classic 'preempt_rebuttal' slide used by short-sellers to address potential counter-arguments before concluding their thesis.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle2 hits
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Muddy Waters research note slide.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle2 hits
24
The slide uses a numbered list to detail three specific analytical approaches, including SKU GMV comparison, product mix sampling, and supplier data verification.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Loop · Analogy2 hits
51
The slide uses a quote from a financial disclosure to highlight the accounting treatment of the transaction.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction2 hits
63
The slide uses an EY market update as a benchmark to highlight the anomaly of Fairfax's reported figures.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction2 hits
02
The slide functions as a public demand for transparency from a short seller to a target company.Fairfax Financial Holdings Ltd. (FFH) · Carson C. Block
Research note Short seller Beat · Problem2 hits
13
The slide uses a combination of financial outlier analysis and qualitative expert testimony to build a case for accounting manipulation.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem2 hits
20
Highlights the shift in reporting metrics to maintain a narrative despite stopping direct sales disclosures.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem2 hits
03
The slide uses a 'CEO quote contradiction' framework by contrasting internal analysis with public statements from the CEO.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction2 hits
23
Includes specific technical instructions for using Chrome DevTools to inspect network traffic.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 2 hits
45
Includes specific instructions for inspecting network traffic to identify tracking keys.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 2 hits
46
This slide serves as a technical appendix or methodology guide for the research process.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 2 hits
47
This is a technical instructional slide from a Muddy Waters Research report.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 2 hits
01
The slide uses a bearish thesis to challenge market sentiment on NVDA.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller 2 hits
12
The slide serves as a critical review of competitor research, specifically targeting TCO models for storage hardware.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction2 hits
14
The slide discusses the 'Adaptive Acquisition Framework' and 'Modular Open Systems Approach' (MOSA) as key shifts in defense procurement.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Expose Contradiction2 hits