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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 48,181-48,210
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
18 30 60

Component

48,181-48,210 of 110,355

filter-aware
03
The slide uses a narrative structure to expose a business risk related to regulatory changes.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
05
The slide highlights a discrepancy between official SEC filings (listing KiWan Kim) and local Brazilian filings (listing Rogério Nunes) to suggest SGH is hiding the true nature of its Brazilian operations.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller Loop · Logic Chain1 hit
06
The slide details how SGH benefited from government-mandated local content requirements, which created artificial demand and pricing power until the rules changed in 2019.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller Loop · Logic Chain1 hit
07
The slide uses a narrative structure to expose the fragility of a business model dependent on government subsidies.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller Loop · Logic Chain1 hit
10
This is a research note page from Wolfpack Research, likely part of a short-seller report.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller Loop · Logic Chain1 hit
11
The slide uses a 'villain' narrative style, accusing management of misleading investors.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
13
The slide presents a bearish outlook, contrasting the firm's projections against sell-side consensus estimates.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
17
The slide uses a screenshot of a company's own investor presentation to highlight their reliance on the Brazilian market, which the author then critiques.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller Loop · Aha Moment1 hit
19
The slide uses a 'mouse in the land of giants' metaphor to describe Penguin's competitive position.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller Loop · Aha Moment1 hit
21
The chart uses a vertical red line to mark the 'Penguin Acquisition' event.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller Loop · Aha Moment1 hit
22
Uses a screenshot from a YouTube video as evidence of low-quality operations to contradict the $12M valuation.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller Loop · Aha Moment1 hit
23
The slide uses official financial statement excerpts to support a thesis of a small, low-margin operation.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
24
The slide uses a specific historical precedent (SMOD case) to argue for a pattern of behavior by the CEO.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
25
The slide uses a 'fraud-exposure' or 'expose_contradiction' narrative style to undermine the credibility of SGH's management and business model.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
26
Uses LinkedIn profile screenshots to highlight a discrepancy in executive roles.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
28
Includes photographic evidence of Nunes and Kim at an event, with an arrow pointing to a plaque.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
32
The slide functions as a narrative-driven critique of private equity behavior, specifically targeting Silver Lake's exit strategy.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
33
The table documents lobbying or regulatory engagement activities.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
35
SMART Global Holdings, Inc. (SGH)SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
08
Includes a critique of data transparency regarding mouse model selection and survival metrics.PMV Pharmaceuticals (PMVP) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
10
The slide uses preclinical data to cast doubt on the clinical viability of the drug candidate.PMV Pharmaceuticals (PMVP) · Wolfpack Research
Research note Short seller Beat · The Monster1 hit
11
The slide uses a skeptical tone to challenge the efficacy of the drug based on the provided bar charts.PMV Pharmaceuticals (PMVP) · Wolfpack Research
Research note Short seller Beat · The Monster1 hit
14
The slide uses a pipeline chart to visually demonstrate the lack of progress in the mentioned programs.PMV Pharmaceuticals (PMVP) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit
01
Slide 1
The slide uses a 'short thesis' narrative structure, highlighting a discovery of obscure rate filings to estimate losses.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
04
The slide contains a screenshot of a regulatory filing header and a paragraph of analytical commentary regarding exposure in specific zip codes.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
08
Methodology relies on LA County inspection data, Zillow home values, and expert interviews regarding insurance coverage endorsements.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
12
The slide uses three distinct tables to build a case for potential regulatory intervention due to capital depletion.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
18
Mercury General Corporation (MCY)Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Loop · Cost Of Inaction1 hit
04
Includes a photo with red annotations highlighting the surgical drapes on a da Vinci Xi system.UFP Technologies, Inc. (UFPT) · Wolfpack Research
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
05
The slide uses import data as evidence to challenge the company's stated supply chain strategy.UFP Technologies, Inc. (UFPT) · Wolfpack Research
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit