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73,561-73,590 of 96,741

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The slide uses red highlighting to emphasize negative outcomes (market share loss, integration challenges) and green for positive/neutral observations.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
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Uses a waterfall chart to bridge 2026 EPS to 2030 target, and a table to demonstrate the math gap in synergy benefits.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
62
This is a thesis-style slide used by Spruce Point Capital Management.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
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The slide uses a 'What Could Go Right' framework to systematically dismantle bull arguments.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
67
The chart shows a historical average of 0.35x, which the activist argues should be lower.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
69
The slide uses a 'bridge' style logic to adjust Bunge's reported figures to a more conservative Spruce Point view.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
70
The slide uses a red outline to highlight specific 'closest peers' for comparison.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 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
01
Slide 1
The slide uses a 'villain' framing by highlighting management inconsistencies, competitive threats, and operational failures.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller 1 hit
05
The slide uses a 'Hollywood' justification metaphor to describe analyst behavior. It includes a specific chart of rating history and references SEC filings and earnings calls.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose ContradictionLoop · Analogy1 hit
08
Uses a metaphorical image of Thor and a cockroach to illustrate the 'disappearing' bull case.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose ContradictionLoop · Analogy1 hit
09
The slide uses investigative channel checks to debunk a company's growth narrative.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
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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
12
Includes a table snippet of agent data and a map graphic showing Silestone's agent count.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose Contradiction1 hit
13
The slide highlights potential accounting risks related to inventory impairment and inaccurate reseller network reporting.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose Contradiction1 hit
14
Includes a table showing specifications of 'Pure White' product from an Australian website dated 2016, contradicting the 'new' narrative.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose Contradiction1 hit
15
Includes a footnote with a URL source and a page number.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 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
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The slide uses a combination of narrative analysis and a supporting table to cast doubt on the validity of the company's financial disclosures.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
01
Slide 1
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
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The slide uses excerpts from financial reports to challenge the company's asset valuation.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
07
The slide uses a table to contrast company-reported data against regulatory records to prove financial misrepresentation.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
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The slide uses a screenshot of a Kitco News interview and technical diagrams to establish a link between the current company and a failed predecessor.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The Monster1 hit
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Includes a red-boxed callout highlighting allegations of systematic attacks on financials by major shareholders.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The Struggle1 hit
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The slide uses a network diagram to visualize the connections between Matthias Bolliger and several USM-branded entities.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The Struggle1 hit