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slides · global inventory

Source Note

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

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Matching slides 110,355
Current window 39,061-39,090
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
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39,061-39,090 of 110,355

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03
This is a research note from Muddy Waters, LLC, exposing potential fraud at Orient Paper, Inc.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
04
This is a page from a Muddy Waters research note exposing potential financial irregularities at Orient Paper, Inc. (ONP).Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
05
The slide uses a forensic accounting approach to highlight discrepancies between SEC filings and PRC tax/audited filings.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
06
This is a classic short-seller research note using observational evidence to contradict management claims.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
50
The slide uses a 'before-after' logic to contrast management's claims with actual data.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
52
The chart highlights the poor performance of follow-on offerings compared to the initial IPO price.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
54
The slide uses a two-column list format to categorize feedback, with specific callouts for 'trust' and 'inconsistent' actions.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
56
Uses an org chart with red 'X' marks to visually represent departed executives.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
57
The slide uses a combination of a timeline/list of personnel and qualitative testimonials to build a narrative of poor leadership.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
58
Uses testimonials to support the thesis of poor leadership and high turnover.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
59
Uses a before-after-framing style to juxtapose corporate data with employee testimonials.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
62
Uses a CEO quote to establish the target, then contrasts it with actual performance data.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
65
The slide uses external validation (news, Reddit, Facebook) to frame the company as predatory.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
68
Uses a process-style arrow to link specific regional product descriptions to a summary box of negative findings.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
69
Uses a process-flow diagram to contrast 'Light Integration' vs 'No Integration' across product groups.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
73
The slide uses a process flow to highlight a value-destructive capital allocation decision.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
74
Uses 'FAIL' stamps to emphasize the negative outcomes of the Board's strategic initiatives.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
75
The slide uses a bar chart to contrast historical focus (IPO through Q4 2024) with recent focus (Q1 2025).Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
76
The slide uses a callout box to highlight the impact of activist intervention on reducing transaction costs in 2024.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
79
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
80
The slide uses a comparison table to highlight governance failures.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
81
The slide uses a press clipping from The Globe and Mail to validate the claim of board obstructionism.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
82
The slide uses a bar chart to visualize the gap between the current share price and the implied share price at the peer median multiple.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
83
Uses a timeline on the left and a callout box on the right to contrast board behavior with shareholder demands.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
85
The slide highlights a contradiction between the CEO's claim of not owning common shares and the existence of Plantro as a large shareholder.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
86
The table highlights the two members of the Compensation Committee (Mario Di Pietro and David MacDonald) who received significantly higher 'Withheld' votes compared to other nominees.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
89
The slide uses a waterfall-style bridge to justify a target share price range of $46.34 to $56.21.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
98
The slide uses a table format to present strategic pillars for operational improvement.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
100
The slide highlights the lack of integration between acquired products and the opportunity to cross-sell/integrate.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
104
The slide uses a comparison table to highlight the shift from discretionary/undisclosed metrics to specific, performance-based targets.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit