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Slide 1
The slide uses aggressive, alarmist language typical of short-seller research reports.POET Technologies Inc. (POET) · Wolfpack Research
Research note Short seller 1 hit
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The slide uses a numbered list to document a pattern of failed strategic pivots, framing the company's current AI infrastructure focus as the latest in a series of failures.POET Technologies Inc. (POET) · Wolfpack Research
Research note Short seller Beat · The Monster1 hit
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The slide uses a narrative structure to link historical missed revenue projections with specific instances of paid influencer marketing and suspicious trading activity by MMCAP International.POET Technologies Inc. (POET) · Wolfpack Research
Research note Short seller Beat · The Monster1 hit
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The slide uses a strong, accusatory tone to highlight the risks of PFIC status for investors, citing specific financial figures and tax code implications.POET Technologies Inc. (POET) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit
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POET Technologies Inc. (POET)POET Technologies Inc. (POET) · Wolfpack Research
Research note Short seller 1 hit
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This is a standard legal disclosure page for an activist short report.POET Technologies Inc. (POET) · Wolfpack Research
Research note Short seller 1 hit
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Slide 1
The report uses a 'short-seller' investigative tone, specifically referencing Luckin Coffee as a precedent for Chinese accounting fraud.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller 1 hit
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The slide uses a sarcastic closing remark ('good Luckin') to imply fraudulent behavior similar to Luckin Coffee.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The Monster1 hit
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The slide uses a forensic accounting approach to compare claimed vs. actual user data.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The slide uses a combination of a quantitative table to show data discrepancy and a narrative argument to suggest fraudulent activity (click farms) based on geographic anomalies.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The table highlights specific low-population regions appearing in top-10 rankings, which the author argues is statistically improbable.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The slide uses a line chart to visualize DAU trends and a table to compare specific growth metrics, directly challenging the subject's reported data.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit
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This is a forensic research note alleging accounting fraud via non-monetary barter transactions.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit
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The slide uses forensic accounting to highlight potential fraud in revenue reporting.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit
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The slide uses a conceptual chart to frame the argument before presenting the actual data (which is referenced but not shown on this specific page).iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit
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The slide uses a 'fraud-exposure' framework to highlight discrepancies in financial reporting.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide uses primary survey data to challenge the company's financial reporting practices.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide provides empirical evidence for partnership-based membership acquisition, supporting a broader argument about potential revenue inflation.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide uses a dual-axis chart to show the divergence between ARPU and gross margin following the start of dual memberships in 2Q18.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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Includes footnotes and a table excerpt from a 20-F filing with a red box highlighting the disputed deferred revenue line item.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide uses financial statement analysis to challenge the validity of IQ's reported investment figures.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide uses a narrative structure to connect a specific transaction to broader allegations of corporate malfeasance.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
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Uses direct quotes from regulatory filings and news articles to establish a link between sanctioned individuals and current investment control.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
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The slide uses a red box to highlight 'KANGMEI Group' in the press release text.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
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The slide uses Q&A format to highlight discrepancies between official disclosures and internal reality.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
228
The slide uses a Q&A transcript format to highlight a potential governance or disclosure issue.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
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The slide uses screenshots of regulatory and database records to demonstrate the suspicious nature of the entity.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
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Uses red boxes to highlight the shared address in two different source documents.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
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The slide uses a red box to highlight Paladin Capital Group in the table.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
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The slide uses a screenshot of a website bio with a red box highlighting the specific vague phrasing.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit