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Slide 1
The slide uses a 'Grizzly Reports' branding, indicating a short-seller research note. It highlights discrepancies between reported and actual revenue/profitability.New Age Beverage Corp. (NBEV) · Grizzly Reports
Research note Short seller 1 hit
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This is a short-seller research note from Grizzly Reports.New Age Beverage Corp. (NBEV) · Grizzly Reports
Research note Short seller 1 hit
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This is a research note page from Grizzly Reports detailing short-thesis arguments against NBEV.New Age Beverage Corp. (NBEV) · Grizzly Reports
Research note Short seller Loop · Aha Moment1 hit
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Includes a table of debt obligations and narrative critique of financial reporting and auditor quality.New Age Beverage Corp. (NBEV) · Grizzly Reports
Research note Short seller Beat · Villain Critique1 hit
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Includes a YCharts graph showing price, EPS, and cash from operations, and a table summarizing 2018 equity offerings.New Age Beverage Corp. (NBEV) · Grizzly Reports
Research note Short seller Beat · Appendix DataLoop · Cost Of Inaction1 hit
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Includes an AI-generated summary box at the top and specific patent quote excerpts to support the argument.Pulse Biosciences (PLSE) · White Diamond Research
Research note Short seller Beat · Preempt Rebuttal1 hit
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This is a short-seller report introduction setting up a 'too good to be true' narrative.GSX Techedu (GSX) · Grizzly Reports
Research note Short seller 1 hit
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The slide uses financial data to cast doubt on the legitimacy of GSX's reported margins.GSX Techedu (GSX) · Grizzly Reports
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses a chart to establish a baseline for market pricing, then pivots to a list of four specific accusations of fraud.GSX Techedu (GSX) · Grizzly Reports
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses a 'fraud-exposure' framework to contrast public SEC filings with private Chinese credit reports.GSX Techedu (GSX) · Grizzly Reports
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses two tables to compare credit report data against SEC filings, specifically pointing out a 74.6% overstatement in 2018 net profit.GSX Techedu (GSX) · Grizzly Reports
Research note Short seller 1 hit
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The slide uses SAIC filing data to highlight suspicious financial and operational ties between GSX and a disposed entity.GSX Techedu (GSX) · Grizzly Reports
Research note Short seller 1 hit
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Includes a table with project specifications and a translation of Chinese project details.GSX Techedu (GSX) · Grizzly Reports
Research note Short seller 1 hit
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The chart uses a logarithmic scale for Alexa rank, where lower values (higher on the chart) indicate higher traffic.GSX Techedu (GSX) · Grizzly Reports
Research note Short seller Beat · Peer Gap1 hit
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The slide uses a Yahoo Finance stock chart and a Baidu Index search trend chart to argue that GSX's stock performance is disconnected from its actual market popularity.GSX Techedu (GSX) · Grizzly Reports
Research note Short seller 1 hit
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The slide uses two line charts to contrast short-term spikes in interest (early 2020) with long-term historical search volume.GSX Techedu (GSX) · Grizzly Reports
Research note Short seller 1 hit
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Includes source citations and methodological notes regarding enrollment estimation for TAL.GSX Techedu (GSX) · Grizzly Reports
Research note Short seller 1 hit
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Includes methodology notes regarding data substitution and estimation for enrollment figures.GSX Techedu (GSX) · Grizzly Reports
Research note Short seller 1 hit
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The slide uses two bar charts to analyze GSX's performance relative to peers in terms of engagement and traffic acquisition.GSX Techedu (GSX) · Grizzly Reports
Research note Short seller 1 hit
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The slide uses app download volume as a proxy for enrollment to compare GSX and Gaotu against competitors.GSX Techedu (GSX) · Grizzly Reports
Research note Short seller 1 hit
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The slide uses two bar charts to demonstrate that GSX (even when consolidated with Gaotu) lags significantly behind competitors in app downloads.GSX Techedu (GSX) · Grizzly Reports
Research note Short seller 1 hit
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The slide uses a line chart to show DAU trends and a market segmentation map to show industry players.GSX Techedu (GSX) · Grizzly Reports
Research note Short seller 1 hit
07
Part of a short-seller research report (Grizzly Research).Trulieve Cannabis Corp (TRUL) · Grizzly Reports
Research note Short seller 1 hit
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The slide uses a table of operational metrics and a pie chart comparing cultivation area against peers to cast doubt on the company's reported growth.Trulieve Cannabis Corp (TRUL) · Grizzly Reports
Research note Short seller 1 hit
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The slide argues that Trulieve is outperforming peers despite rapid expansion and questions the validity of their high gross margins due to biological asset accounting.Trulieve Cannabis Corp (TRUL) · Grizzly Reports
Research note Short seller 1 hit
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The slide uses a bar chart for TTM Net Income and a line chart for Revenue to Biological Assets Ratio to highlight Trulieve's outlier status.Trulieve Cannabis Corp (TRUL) · Grizzly Reports
Research note Short seller 1 hit
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The slide uses a Grizzly Research report style to critique Trulieve's financial reporting, comparing it to the Huishan Dairy fraud case.Trulieve Cannabis Corp (TRUL) · Grizzly Reports
Research note Short seller 1 hit
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The slide combines two distinct arguments: financial impropriety (insider loans) and operational inefficiency (low crop yields compared to peers).Trulieve Cannabis Corp (TRUL) · Grizzly Reports
Research note Short seller 1 hit
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The slide uses a 'villain' narrative (Jim Cramer/ZJK management) to expose a contradiction in the company's perceived value and growth claims.ZJK Industrial (ZJK) · White Diamond Research
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
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Includes screenshots of financial tables and text excerpts from SEC filings to support the claim of related-party influence.ZJK Industrial (ZJK) · White Diamond Research
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit