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Slide 1
Includes a visual comparison between a medical diagram and a photo of a surgical scar.Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The Monster1 hit
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The page functions as a critical research note highlighting safety concerns and management behavior.Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
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Uses patient anecdotes (Patient A, Patient B) and CEO quote to expose a contradiction between marketing and clinical reality.Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
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The slide uses patient anecdotes and FDA data to argue against the viability and safety of the Inspire system.Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
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The slide highlights the significant lifestyle limitations and safety precautions required for Inspire patients.Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
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The slide uses a combination of narrative critique and a dual-axis chart to contrast VHA spending with veteran device adoption.Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
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Includes qualitative feedback from VA clinicians regarding patient skepticism toward surgery.Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
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Uses Germany as a proxy for market maturity to argue against long-term growth potential.Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
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Includes a stock price chart with red sell markers and a detailed table of specific insider transactions.Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
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Includes a SEC Form 4 filing snippet as evidence of insider trading behavior.Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
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The slide uses a 'follow what management does, not what they say' framing to expose a lack of alignment between executive rhetoric and financial behavior.Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
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The slide uses a 'reality adjustment' framework to challenge the company's TAM claims.Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit
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The slide includes a critical annotation highlighting that the core assumption (2 million patients) is based on 'Company estimates'.Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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Uses a funnel-like process flow to show how the TAM is reduced by applying realistic filters (non-compliance, anatomy eligibility, BMI/AHI/age limits).Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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The slide uses a series of logical arguments to dismantle the company's market sizing claims, citing external research and expert interviews.Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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The slide uses external data (CDC, NEJM, American Thoracic Society) to challenge the company's market sizing assumptions.Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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The slide uses a 'villain critique' style to dismantle GTT's financial reporting, specifically targeting their use of 'Adjusted Free Cash Flow' and asset valuation.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide uses a peer benchmark table to expose a gap in financial performance, specifically targeting GTT's low cash conversion rate compared to industry peers.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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The chart shows a decline in OCF/Sales ratio following major acquisitions, while the text highlights the removal of transparency in financial reporting.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide explicitly critiques the company's 'creative' accounting practices regarding pro forma adjustments and synergy add-backs.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide highlights a calculation error in the company's reported EBITDA and critiques the removal of the slide in subsequent quarters as a tactic to hide financial decline.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide uses a stacked bar chart to show the inverse relationship between company earnings (negative) and management compensation (positive).GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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The chart uses a stacked bar approach where compensation is positive and EVA is negative, visually emphasizing the divergence.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide uses a 'villain' or competitor perspective to validate the research thesis.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit
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The slide presents two tables showing sequential organic growth calculations for Q1 2017 and Q2 2017.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit
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The slide presents sequential organic growth analysis by stripping out acquisition impacts.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit
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The slide provides a sequential organic growth calculation by adjusting reported revenue for acquisition impacts.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit
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The slide provides a bridge between reported revenue and organic revenue by adjusting for acquisitions and net installations.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit
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The table includes a disclaimer regarding the 2017 data granularity and an assumption used for EBITDA calculation.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit
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The slide uses a transcript to expose a lack of strategic alignment or awareness by the CFO.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit