Matching slides 13,863
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7,201-7,230 of 13,863

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The slide uses visual comparison and red annotations to highlight the similarity between the motors.EHang Holdings, Ltd. (EH) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction1 hit
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Investigative short-seller style narrative page (Page 17 of 33). Mixes long-form prose, an evidentiary photo, a callout annotation, and footnoted citations to EH SEC filings.EHang Holdings, Ltd. (EH) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction1 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
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The slide highlights specific line items related to capital expenditures (CapEx) across three different REITs using red boxes.CTO Realty Growth, Inc. (CTO) · Wolfpack Research
Research note Short seller Beat · The Victory1 hit
05
The slide uses a callout box to highlight the recent price and a circle to annotate the peak price.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
05
Corrections Corporation of America (CXW)Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Humble Origins1 hit
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The slide argues that the current multiple (9.8x) is undervalued relative to the historical pre-Lehman average (11.5x) given the improved earnings quality.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
10
The map visualizes current store density to support the thesis of remaining growth potential.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
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The chart uses a dual-axis approach to show absolute unit count (bars) and annual growth percentage (line).Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
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The chart includes a callout box explaining Glimcher's occupancy calculation methodology.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
59
The chart highlights the 7.6% average cap rate for malls with a dotted horizontal line.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
08
The slide uses a map to plot various types of negative findings (red circles, green circles, yellow circles, purple rhombi, red squares, blue squares) related to Accor hotels.Accor SA (AC) · Grizzly Research
Research note Short seller Beat · Evidence & Proof1 hit
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The slide uses color coding for status: red for 'Agreed', green for 'Refused', and orange for 'Eventual compliance'.Accor SA (AC) · Grizzly Research
Research note Short seller Beat · Impact & Next Steps1 hit
07
Uses the AW609 as a precedent to cast doubt on Archer's timeline.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
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The slide uses a geographic map to visualize the service area difference between the two companies' aircraft.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller 1 hit
39
Uses a 'Nikola' comparison to imply fraudulent claims about manufacturing capabilities.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller 1 hit
14
The slide includes a red circle annotation around the client name. The bottom text provides context linking the project to a specific entity (INS).Intelligent Systems Corp (INS) · Grizzly Reports
Research note Short seller Beat · The Struggle1 hit
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The slide uses a red circle to draw attention to the email address 'lbattu@corecard.com' within the official form document.Intelligent Systems Corp (INS) · Grizzly Reports
Research note Short seller 1 hit
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The slide uses a diagram to map relationships between individuals and entities, followed by a line chart showing a correlation between an investment and financial performance.Intelligent Systems Corp (INS) · Grizzly Reports
Research note Short seller 1 hit
17
The chart uses dual lines to contrast equity vs debt issuance trends over a 20-year period.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Situation & Context1 hit
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The chart shows a significant divergence starting around March 2009.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Evidence & ProofLoop · Golden Circle1 hit
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The slide uses a comparison frame to highlight the superior yield of the proposed McDonald's structure compared to a REIT benchmark.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
08
The slide highlights the performance gap between company-owned and franchised units, adjusted for market rent and franchise fees.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Problem1 hit
49
Includes specific annotations (blue arrows) highlighting inter-company eliminations for rent and franchise fees.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
22
The slide uses a red dashed box to highlight the 'Minimal room for error' between current dividend and recurring AFFO.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
25
The slide uses red dashed circles to highlight specific historical equity offering points on the line chart.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Valuation Reveal1 hit
50
Includes handwritten annotation regarding the effective date of the indenture.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction1 hit
28
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
94
Uses a ground lease model to reduce total investment capital, thereby boosting ROIC.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
134
The slide uses a peer-based valuation approach to establish a reference range.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit