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The slide functions as a legal/technical appendix citing specific paragraphs from Draft EN-3 to clarify capacity assessment methodologies.BP plc (BP) · Giuseppe Bivona & Marco Taricco
Shareholder letter Activist investor Loop · Expert Witness8 hits
35
Page 35 of a legal/shareholder document.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction8 hits
08
This slide serves as a core thesis argument for an activist short report, focusing on competitive disadvantage.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Aha Moment8 hits
17
The slide uses a vertical red arrow on the left to visually anchor the three core pillars of the short thesis.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Complication8 hits
112
The slide uses a narrative structure to highlight management failure and inconsistency in M&A strategy.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 8 hits
172
This slide serves as a historical case study on a missed M&A opportunity for Time Warner.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 8 hits
17
The slide discusses geographic diversification of ACMR's customer base, specifically focusing on Intel (US), SK Hynix (South Korea), and UMC (Taiwan).ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Solution8 hits
04
The text highlights discrepancies between public announcements and internal realities regarding GPU procurement and project status.Datasection Inc. (3905) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction8 hits
23
The text critiques IONQ's reliance on government contracts and questions the legitimacy of its revenue growth claims.IonQ Inc. (IONQ) · Wolfpack Research
Research note Short seller Beat · The New Order8 hits
26
The slide contains a transcript excerpt followed by detailed footnotes and a data table summarizing insider sales.IonQ Inc. (IONQ) · Wolfpack Research
Research note Short seller Beat · The New Order8 hits
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 Moment8 hits
25
The slide uses a 'fraud-exposure' or 'expose_contradiction' narrative style to undermine the credibility of SGH's management and business model.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 8 hits
14
The text serves as a character and conduct critique of the subject (YT), using anecdotal evidence from former employees to establish a pattern of behavior.Faraday Future Intelligent Electric Inc. (FFAI) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction8 hits
02
The slide functions as a short-seller report, using a 'villain_critique' approach to undermine the company's business model and valuation.GreenPower Motor Company (GP) · White Diamond Research
Research note Short seller Beat · The MonsterLoop · The Reveal8 hits
272
The slide uses a Q&A format to expose negative feedback regarding drug interactions and side effects.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 8 hits
01
Slide 1
The document uses a 'hurricane' metaphor to frame the market crisis.Empire State Realty Trust (ESRT) · Jonathan Litt
Press release Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction8 hits
03
Page 3 of 6 from a Dealreporter document.N/A (Japanese M&A regulatory guidelines; Alps Alpine cited as precedent) · Norie Hata
Other Activist investor Beat · Evidence8 hits
44
The slide presents a forensic financial argument questioning the due diligence and valuation of an acquisition.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory8 hits
44
The slide contains a mix of investigative commentary and SEC-related disclosure text regarding accounting treatments for investments.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction8 hits
08
The slide uses linguistic analysis to identify 'Inappropriate Level of Concern' as a marker of potential deception in corporate communications.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal8 hits
14
This is a text-heavy research note page detailing potential corporate malfeasance and lack of transparency.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction8 hits
16
This slide is a narrative-heavy research note documenting a 'fraud-exposure' investigation.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction8 hits
96
This slide argues against management's characterization of RMI as 'cash equivalent' by highlighting operational complexities and derivative risks.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory8 hits
24
The slide contains a mix of company defense (paragraphs 1-5) and a third-party critique of that defense (paragraphs 6-7).Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · The Victory8 hits
04
This is a disclosure/methodology page from a Muddy Waters research report regarding St. Jude Medical (STJ) device vulnerabilities.St. Jude Medical (STJ) · Carson C. Block
Research note Short seller 8 hits
37
The slide uses a narrative structure to expose financial complexity and potential fraud, referencing specific entities and dates.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory8 hits
03
This is a research note from Citron Research criticizing Peloton's competitive moat regarding its hardware.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction8 hits
03
This is a research note from Muddy Waters Research detailing a short thesis.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment8 hits
22
This is a page from a short-seller research report (Muddy Waters Research).RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The Victory8 hits
02
This is a short-seller research report page.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller 8 hits