slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 70,801-70,830
Pages 2,643
Rows per page 30
Component
70,801-70,830 of 79,264
10
The slide uses comparative data to highlight the anomaly of Lasertec's trading volume relative to its market cap.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique1 hit
12
The slide uses media headlines as social proof/precedent for the company's dramatic valuation shift.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
15
The slide uses a 'red flag' narrative to frame the company as a potential fraud case.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
22
The author uses the table to cast doubt on management's narrative regarding volume growth by pointing to forex impacts.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
24
The slide uses a visual catalogue of product swatches to establish the product category before making a price comparison claim.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
27
The slide uses comparative financial analysis to argue that CSTE's reported figures are inconsistent with industry norms and competitor data.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
29
Includes two tables (Figure 22 and 23) and qualitative analysis of EBITDA margins comparing CSTE and Silestone.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
30
Includes currency note: CSTE figures are in USD, Cosentino figures are in EUR.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller 1 hit
31
The slide includes a red underline highlighting the 'Inmovilizado material' (PPE) line item for 2014.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller 1 hit
32
The slide uses a cash flow statement extract to highlight a discrepancy in capital expenditure, followed by a qualitative argument regarding maintenance costs and SEC scrutiny.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller 1 hit
35
The slide uses a 'back-testing' methodology against Australian data to validate the discrepancy in US revenue figures.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Loop · Mece Breakdown1 hit
36
The slide uses two pie charts to visually demonstrate the lack of significant growth in quartz market share, contradicting the company's narrative.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Loop · Mece Breakdown1 hit
10
The slide uses a series of callout boxes containing quotes or summaries of corporate disclosures to build a case for a financial discrepancy.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
12
The slide uses three distinct callout boxes (Figures 9, 10, 11) to document a pattern of delayed payments and management's shifting explanations.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
14
The slide uses a series of figures (14-17) to build a case of financial misrepresentation regarding 'Beyond Carbon' investment fund receivables.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
15
The slide uses financial note disclosures to argue that TFS is inflating asset valuations to offset bad debts.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
18
Includes a specific table for estimated fund payouts by fiscal year.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
19
The slide uses a series of rhetorical questions to challenge the financial integrity of the investment structure.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
21
Includes a callout highlighting 80% market share by 2030.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
22
The slide uses a skeptical tone to discredit industry projections, citing a conference source and a comparative analogy to drug legalization.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
23
The slide uses a bar chart to show historical price growth and a table to highlight the specific financial assumptions (e.g., 2% annual price escalation) that the author argues are economically illogical.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
24
Includes two figures: a dual-axis line chart for import trends and a data table for export transactions.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
25
The slide uses data tables and bulleted fact-checking to undermine specific claims made by the subject company.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
30
Uses two data sources (ImportGenius and Zauba) to triangulate shipment value and product type.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
33
Includes citations for data sources in the footer.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
34
The slide highlights a pattern of aggressive valuation followed by significant write-offs, suggesting potential accounting manipulation.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
35
The slide uses a rhetorical questioning technique to challenge the company's financial reporting integrity.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
36
Uses a quote from The Simpsons to frame the skepticism regarding the 'expert' data.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
43
The slide highlights a discrepancy between the accounting label 'Investment in own plantation' and the actual nature of the transaction (offsetting debt from defaulting growers).Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
47
The slide uses a 'short thesis' style argument, citing historical precedents like Timbercorp and Great Southern to support the valuation.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit