slides · global inventory
Subtitle
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 11,406
Current window 4,081-4,110
Pages 381
Rows per page 30
Component
4,081-4,110 of 11,406
81
The slide uses a process flow diagram to show how Carvana's loan sales and refinancing structures work, highlighting the role of the trust and the change in lenders.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
37
The slide uses red boxes to highlight specific errors in analyst models (EPS calculation, net debt usage, and share count).XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
01
The slide uses a satirical visual metaphor of a control room with a 'Super Micro Supernova' and 'Critical Cyber Threat' on the main screen, implying a catastrophic failure.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Monster1 hit
12
The slide uses visual comparisons of brand-name products vs. Dollarama knock-offs to support the thesis.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
15
The slide uses a split-box layout to contrast the benefits of the two resulting entities.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
23
The slide uses a red border to draw attention to the target company (MacDonald Dettwiler) and its outlier metrics.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath1 hit
49
The table provides granular data across multiple years (2013-2017) for specific university programs.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
39
The slide uses a 'fraud-exposure' framework to contrast company claims with empirical data.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
01
The slide features a visual metaphor of a warehouse full of inventory with a person standing near a burning document, reinforcing the 'Strong Sell' thesis.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
60
The slide uses a valuation-based approach to argue for a significant downside in the stock price.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
11
Includes footnotes referencing medical literature on atrial fibrillation treatments.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
12
The slide uses anatomical diagrams to illustrate the difference in ablation coverage between the two study arms.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
11
The slide uses on-the-ground investigation to contradict claims of development.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
12
Data sourced from Dubai Land Department registry.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Loop · Iceberg1 hit
36
e.l.f. Beauty, Inc. (ELF)e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
09
Uses photographic evidence to refute corporate narrative.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Before After1 hit
84
Detailed financial model with footnotes explaining adjustments for currency, tax, and specific asset acquisitions.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
06
The chart illustrates a highly layered holding structure with numerous cross-shareholdings and minority interests.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller 1 hit
01
Standard legal boilerplate for investment research.Groupe Casino (CO) · Carson C. Block
Research note Short seller 1 hit
57
This is a primary source document translation.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller 1 hit
32
Figure from SONAR trial report.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
109
Figures in SS '000sOlam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
14
Includes methodology for annualizing interest accrual based on program duration (15 days vs 10 days).SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Struggle1 hit
71
Data presented in USD millions; includes source and FX rate notes at the bottom.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
12
The slide argues that current industry practice regarding ITC calculation is aggressive and potentially subject to future IRS challenge.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
10
Official government filing document.Sino-Forest Corporation (TRE) · Muddy Waters, LLC
Research note Short seller Beat · The StruggleLoop · Expert Witness1 hit
04
The slide uses a news headline as a hook to introduce a valuation discrepancy argument.Vivion Investments · Carson Block
Research note Short seller Beat · Thesis Headline1 hit
51
The slide highlights a specific governance concern regarding peer group selection bias.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
61
The slide uses a bar-in-bar style to show FCF (dashed red box) relative to Adj. EBITDA (grey bar).Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
109
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit