slides · global inventory
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Matching slides 110,471
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71,281-71,310 of 110,471
09
Uses before-after comparison of corporate messaging and press releases to demonstrate a weakening value proposition.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Call to AdventureLoop · Zoom In1 hit
30
The slide uses a 'short thesis' structure, combining quantitative valuation modeling with qualitative red flags.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Resolution1 hit
25
The slide uses a 'villain' framing (Nova) vs 'hero' framing (Felix Gold) to argue for the superiority of the competitor.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
28
The slide uses red underlining to highlight specific incriminating or contradictory text within corporate filings.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
60
The slide uses a standard valuation bridge format to justify a bearish price target.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
Bunge Global SA (BG)Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Situation & Context1 hit
08
The slide uses a 'villain' narrative by linking Viterra's history with Glencore's legal issues.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · So What Cascade1 hit
09
The slide uses a 'villain' framing by contrasting Bunge's stated commitment to transparency with specific accounting practices.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · So What Cascade1 hit
11
Uses a numbered list with red flag icons to emphasize negative points.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · So What Cascade1 hit
36
The slide uses a narrative structure to connect geopolitical tensions with specific industry impacts on Bunge and U.S. agriculture.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Zoom In1 hit
72
The slide uses a valuation bridge to derive equity value from enterprise value, then calculates share price targets.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
02
The image is a reference to the movie Gladiator, signaling a negative sentiment or 'sell' thesis.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller 1 hit
07
The slide uses a mix of narrative and bulleted evidence to argue that Caesarstone's financial statements are potentially misrepresented.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose ContradictionLoop · Analogy1 hit
10
Includes a screenshot of Lowe's website search results and a summary of findings regarding Caesarstone's market position.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Key Takeaways1 hit
11
This is a research note slide presenting evidence of operational failures and competitive disadvantage.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose Contradiction1 hit
17
The slide uses a quote from a competitor's SEC filing to frame the competitive landscape as a threat.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
18
The slide includes a table of technical test results for Vadara Quartz and a list of key takeaways regarding CSTE's market position and competition.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
34
Includes footnotes referencing external financial reports and prior research.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Loop · Mece Breakdown1 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
37
Caesarstone Ltd. (CSTE)Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Key Takeaways1 hit
01
Includes a satirical painting of monkeys (simians) engaged in human-like activities, likely mocking the company's business model.Quintis Limited (QIN) · Viceroy Research
Research note Short seller 1 hit
05
Includes a link to an external article on the risks of MIS and a footnote citation for biological claims.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Villain Critique1 hit
06
The slide uses a numbered list to define operational and financial prerequisites for the business model.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Villain Critique1 hit
09
Includes a quote from Robert Maxwell and a specific excerpt from an accounting policy change.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
13
The slide uses financial report excerpts to challenge the company's accounting treatment of land sales and receivables.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
01
The slide functions as a cover/summary page for a short-seller report, outlining four key allegations against the company.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller 1 hit
02
This is a short-seller research report page.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller 1 hit
03
Uses excerpts from a PwC Monitor report to contradict the valuation of the acquired assets.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
05
Includes a map of the Clarion-Clipperton Fracture Zone Exploration Areas for Polymetallic Nodules.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit