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slides · global inventory

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

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Matching slides 79,264
Current window 71,341-71,370
Pages 2,643
Rows per page 30
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71,341-71,370 of 79,264

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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
12
The slide uses a 'Wolfpack vs. Sell Side' comparison to highlight discrepancies in financial modeling.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
14
Includes a table of current assets showing a projected cash deficit by 4Q20.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
16
The slide uses dual-axis charts to correlate revenue with profitability metrics to support a bearish thesis on SGH.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
20
The chart illustrates a divergence where Brazil revenue percentage declines while OpEx remains elevated, suggesting a shift to a higher fixed-cost business model.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
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
31
The chart shows a high frequency of insider sell transactions (red icons) compared to buy transactions (green icons) over a two-year period.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 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
02
This is a research note page detailing specific claims regarding MCY's insurance exposure and regulatory filings.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
05
The slide contains two separate data tables from different pages of a rate filing (p. 1215 and p. 1216) to illustrate specific zip code impacts.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
07
Includes references to external data sources and methodology for geocoding property damage.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
09
Includes two tables detailing HO-3 and Landlord policy losses, followed by a narrative justification for a $2B+ total loss estimate.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
11
Includes expert testimony snippets and statutory filing data.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Solution (Provide relief)Loop · Analogy1 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
10
The slide uses a 'heads you lose, tails you lose' framing to describe the dilutive nature of the investment deal.Datavault AI Inc. (DVLT) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
01
Slide 1
The slide uses aggressive, accusatory language typical of short-seller reports (e.g., 'gutting', 'red flag', 'dumped stock').UFP Technologies, Inc. (UFPT) · Wolfpack Research
Research note Short seller 1 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
06
Includes a map showing 350-meter distance between facilities and a table showing Q4 2024 Y/Y growth turning negative.UFP Technologies, Inc. (UFPT) · Wolfpack Research
Research note Short seller Loop · Cost Of Inaction1 hit
07
The slide uses on-the-ground investigative evidence (site visit photos) to support a financial argument about organic growth manipulation.UFP Technologies, Inc. (UFPT) · Wolfpack Research
Research note Short seller Loop · Cost Of Inaction1 hit
09
The table lists 16 specific transactions between 2023 and 2025, totaling over $51 million in sales.UFP Technologies, Inc. (UFPT) · Wolfpack Research
Research note Short seller Loop · Cost Of Inaction1 hit
02
Includes a step chart showing the rapid increase in shares outstanding since 2022.CTO Realty Growth, Inc. (CTO) · Wolfpack Research
Research note Short seller Beat · The Monster1 hit
03
The slide uses a dual-axis chart to show the gap between reported AFFO and industry standard AFFO, illustrating poor dividend coverage.CTO Realty Growth, Inc. (CTO) · Wolfpack Research
Research note Short seller Beat · The Monster1 hit
10
The slide uses a 'Wolfpack Estimate' to adjust reported AFFO for capital expenditures, revealing a dividend coverage ratio consistently below 1.0x.CTO Realty Growth, Inc. (CTO) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit
11
The slide uses a 'sleight of hand' narrative to frame the company's accounting practices as deceptive.CTO Realty Growth, Inc. (CTO) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit
12
The slide uses excerpts from external Seeking Alpha articles as examples of the 'misleading' narrative being countered.CTO Realty Growth, Inc. (CTO) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit