slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 3,601-3,630
Pages 2,019
Rows per page 30
Component
3,601-3,630 of 60,568
47
The slide uses a sum-of-the-parts valuation approach to derive a target share price.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Loop · Quick Win Big Bet2 hits
32
The table tracks responses regarding 'Forcible Transfer' and 'Sex Trafficking' policies.Accor SA (AC) · Grizzly Research
Research note Short seller Beat · Impact & Next Steps2 hits
33
The data is presented in two distinct tables: one by country and one by brand.Accor SA (AC) · Grizzly Research
Research note Short seller Beat · Impact & Next Steps2 hits
34
The slide uses color coding for status: red for 'Agreed', green for 'Refused', and orange for 'Eventual compliance'.Accor SA (AC) · Grizzly Research
Research note Short seller Beat · Impact & Next Steps2 hits
189
Contains two distinct pricing tables for different rate types (Flexible vs Non-Refundable).Accor SA (AC) · Grizzly Research
Research note Short seller 2 hits
252
This is a screenshot of an email thread containing a price quote for a hotel stay.Accor SA (AC) · Grizzly Research
Research note Short seller 2 hits
255
This is a screenshot of an email thread.Accor SA (AC) · Grizzly Research
Research note Short seller 2 hits
08
Includes two data tables: one on share buyback history and one on insider option transactions.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · Complication2 hits
13
Includes a line chart of organic traffic and two comparative tables for HelloFresh markets and peer services.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · Evidence2 hits
22
Includes a screenshot of a review summary and two comparative tables of competitor ratings.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · Villain Critique2 hits
09
The slide presents a bearish thesis on HelloFresh, focusing on capital allocation and potential conflicts of interest.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The Struggle2 hits
24
The slide uses a 'villain critique' approach to highlight poor customer satisfaction metrics as evidence of company malpractice.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The Victory2 hits
08
The slide uses forensic accounting and corporate registry data to challenge the legitimacy of revenue and independence of a business partner.Intelligent Systems Corp (INS) · Grizzly Reports
Research note Short seller Beat · The StruggleLoop · Aha Moment2 hits
11
Includes a table of Sundry Creditors and a table of Director Details for New Vision.Intelligent Systems Corp (INS) · Grizzly Reports
Research note Short seller Beat · The Struggle2 hits
13
The slide uses a simple two-column comparison to illustrate the economic relationship between the corporate entity and its franchisees.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Problem & Complication2 hits
17
The slide uses a before-after visual to demonstrate how accounting adjustments shift the perceived value contribution of McDonald's business segments.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof2 hits
34
The slide presents a valuation model based on 2006E EBITDA multiples.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 2 hits
35
Includes detailed footnotes explaining debt allocation, stake in McOpCo, and share repurchase assumptions.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 2 hits
36
The slide outlines a recapitalization strategy involving debt issuance to fund share buybacks.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 2 hits
51
The slide uses a 'Memo' table to derive the FCF per share used in the main sensitivity table.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 2 hits
66
Data as of 11/10/05. Uses treasury stock method.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 2 hits
39
The slide uses a waterfall-like logic to bridge current valuation to a revalued state based on sum-of-the-parts.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown2 hits
17
The slide uses a bearish research tone to highlight financial risks.Playtika Holding Corp. (PLTK) · Grizzly Research
Research note Short seller Beat · Thesis headlineLoop · Cost Of Inaction2 hits
23
The slide uses a peer comparison table followed by two separate valuation build-up tables to derive a target price.Playtika Holding Corp. (PLTK) · Grizzly Research
Research note Short seller Loop · Cost Of Inaction2 hits
07
The slide uses a 'villain' narrative style to frame Trustpilot's business model as extortionate.Trustpilot Group PLC (TRST) · Grizzly Research
Research note Short seller Beat · The StruggleLoop · Aha Moment2 hits
01
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 Inaction2 hits
29
Includes two sensitivity tables with highlighted rows for the $160mm cost savings scenario.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor 2 hits
12
The slide uses a 'Grizzly' research note format to highlight a valuation discrepancy and potential management dishonesty.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In2 hits
16
The slide uses two tables to demonstrate the material impact of potential goodwill impairment on shareholder equity and net income.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose Contradiction2 hits
23
The slide critiques the company's reporting transparency regarding goodwill and the impact of currency changes.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller 2 hits