slides · global inventory
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Matching slides 96,741
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76,501-76,530 of 96,741
24
Page 24 of 33. Combines a video-still illustration, narrative prose, a block pull-quote from EH's 20-F, and concluding analytical paragraph.EHang Holdings, Ltd. (EH) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction1 hit
26
The slide uses a 'Reality vs. Claim' structure to expose corporate deception.EHang Holdings, Ltd. (EH) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction1 hit
27
The slide uses a side-by-side comparison to highlight discrepancies between English and Chinese marketing materials versus regulatory facts.EHang Holdings, Ltd. (EH) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction1 hit
28
The slide uses a two-part argument structure ('First', 'Second') to establish the importance of the entity and the severity of the legal action.EHang Holdings, Ltd. (EH) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction1 hit
29
Page 29 of 33. Table evidences a related-party financing scheme; Chinese-language screenshots paired with English translations of Plaintiff, Cause, Court, and Defendant fields.EHang Holdings, Ltd. (EH) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction1 hit
30
The slide highlights a specific liability line item as evidence of a potential investor-to-creditor conversion and subsequent legal dispute.EHang Holdings, Ltd. (EH) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction1 hit
02
The slide uses a quote from the CEO of SMART Brazil to frame the regulatory risk, followed by a narrative critique of SGH's management and corporate governance.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
03
The slide uses a narrative structure to expose a business risk related to regulatory changes.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
04
This is a research note page from Wolfpack Research, focusing on corporate governance and financial performance concerns.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller Loop · Logic Chain1 hit
05
The slide highlights a discrepancy between official SEC filings (listing KiWan Kim) and local Brazilian filings (listing Rogério Nunes) to suggest SGH is hiding the true nature of its Brazilian operations.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller Loop · Logic Chain1 hit
06
The slide details how SGH benefited from government-mandated local content requirements, which created artificial demand and pricing power until the rules changed in 2019.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller Loop · Logic Chain1 hit
07
The slide uses a narrative structure to expose the fragility of a business model dependent on government subsidies.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller Loop · Logic Chain1 hit
08
The slide uses a narrative case study of Dell to illustrate the failure of the business model under new regulatory constraints.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller Loop · Logic Chain1 hit
10
This is a research note page from Wolfpack Research, likely part of a short-seller report.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller Loop · Logic Chain1 hit
11
The slide uses a 'villain' narrative style, accusing management of misleading investors.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
12
The slide uses a 'Wolfpack vs. Sell Side' comparison to highlight discrepancies in financial modeling.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
13
The slide presents a bearish outlook, contrasting the firm's projections against sell-side consensus estimates.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
14
Includes a table of current assets showing a projected cash deficit by 4Q20.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
01
The slide uses a 'villain critique' approach to frame the company's drug candidate as a failure, drawing parallels to a previous market failure (Aprea).PMV Pharmaceuticals (PMVP) · Wolfpack Research
Research note Short seller Loop · Cost Of Inaction1 hit
02
The slide highlights the high prevalence of p53 mutations (50-60%) and the specific Y220C mutation (1%) targeted by PMV, while noting the historical failure of similar approaches.PMV Pharmaceuticals (PMVP) · Wolfpack Research
Research note Short seller Loop · Cost Of Inaction1 hit
03
The slide uses a combination of narrative critique and a scientific diagram to frame the company's technology as potentially ineffective.PMV Pharmaceuticals (PMVP) · Wolfpack Research
Research note Short seller Beat · The Monster1 hit
04
The slide includes a visual critique of a Western blot image, highlighting misaligned wells as evidence of image manipulation.PMV Pharmaceuticals (PMVP) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
05
The slide uses a combination of scientific critique (gel analysis) and quantitative data (bar chart) to challenge the validity of the company's preclinical findings.PMV Pharmaceuticals (PMVP) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
06
The slide uses gene expression data (p21 and MDM2) to challenge the company's stated mechanism of action.PMV Pharmaceuticals (PMVP) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
07
Uses dose conversion to humans as a comparative framework to highlight potential lack of potency/viability.PMV Pharmaceuticals (PMVP) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
08
Includes a critique of data transparency regarding mouse model selection and survival metrics.PMV Pharmaceuticals (PMVP) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
10
The slide uses preclinical data to cast doubt on the clinical viability of the drug candidate.PMV Pharmaceuticals (PMVP) · Wolfpack Research
Research note Short seller Beat · The Monster1 hit
11
The slide uses a skeptical tone to challenge the efficacy of the drug based on the provided bar charts.PMV Pharmaceuticals (PMVP) · Wolfpack Research
Research note Short seller Beat · The Monster1 hit
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The slide uses a process diagram to illustrate the clinical trial design and highlights the lack of transparency in the dose-escalation phase.PMV Pharmaceuticals (PMVP) · Wolfpack Research
Research note Short seller Beat · The Monster1 hit
15
Includes a stock chart of Aprea (APRE) showing a significant decline, used as a comparative precedent for the author's bearish thesis on PMV Pharma.PMV Pharmaceuticals (PMVP) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit