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slides · global inventory

Callout

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 96,741
Current window 76,531-76,560
Pages 3,225
Rows per page 30
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76,531-76,560 of 96,741

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This is a research note page focusing on financial skepticism and management critique.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
16
The slide uses dual-axis charts to correlate revenue with profitability metrics to support a bearish thesis on SGH.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller Loop · Aha Moment1 hit
17
The slide uses a screenshot of a company's own investor presentation to highlight their reliance on the Brazilian market, which the author then critiques.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller Loop · Aha Moment1 hit
18
The slide uses a 'before/after' narrative structure to highlight a strategic pivot forced by external regulatory pressure.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller Loop · Aha Moment1 hit
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 Moment1 hit
20
The chart illustrates a divergence where Brazil revenue percentage declines while OpEx remains elevated, suggesting a shift to a higher fixed-cost business model.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller Loop · Aha Moment1 hit
21
The chart uses a vertical red line to mark the 'Penguin Acquisition' event.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller Loop · Aha Moment1 hit
22
Uses a screenshot from a YouTube video as evidence of low-quality operations to contradict the $12M valuation.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller Loop · Aha Moment1 hit
23
The slide uses official financial statement excerpts to support a thesis of a small, low-margin operation.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
24
The slide uses a specific historical precedent (SMOD case) to argue for a pattern of behavior by the CEO.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
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 1 hit
26
Uses LinkedIn profile screenshots to highlight a discrepancy in executive roles.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
28
Includes photographic evidence of Nunes and Kim at an event, with an arrow pointing to a plaque.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
29
The slide uses a screenshot of a 2018 presentation to the Brazilian House of Deputies to demonstrate the subject's 'hat-switching' behavior.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
30
The slide uses a visual of a business card/profile to illustrate the 'three hats' worn by the subject.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
31
The chart shows a high frequency of insider sell transactions (red icons) compared to buy transactions (green icons) over a two-year period.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
32
The slide functions as a narrative-driven critique of private equity behavior, specifically targeting Silver Lake's exit strategy.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
01
Slide 1
The slide uses a 'short thesis' narrative structure, highlighting a discovery of obscure rate filings to estimate losses.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
02
This is a research note page detailing specific claims regarding MCY's insurance exposure and regulatory filings.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
03
The slide serves as a methodological disclosure for the research findings presented in the preceding bullets.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
04
The slide contains a screenshot of a regulatory filing header and a paragraph of analytical commentary regarding exposure in specific zip codes.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
05
The slide contains two separate data tables from different pages of a rate filing (p. 1215 and p. 1216) to illustrate specific zip code impacts.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
06
The maps use a color-coded system (red, black, green, yellow, beige) to represent different levels of fire damage to homes.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
08
Methodology relies on LA County inspection data, Zillow home values, and expert interviews regarding insurance coverage endorsements.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
09
Includes two tables detailing HO-3 and Landlord policy losses, followed by a narrative justification for a $2B+ total loss estimate.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
10
The slide uses a narrative structure to expose a potential accounting/contractual manipulation by the company.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Solution (Provide relief)Loop · Analogy1 hit
11
Includes expert testimony snippets and statutory filing data.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Solution (Provide relief)Loop · Analogy1 hit
12
The slide uses three distinct tables to build a case for potential regulatory intervention due to capital depletion.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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Page 16 of 18Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Loop · Cost Of Inaction1 hit
01
Slide 1
The slide uses aggressive, accusatory language typical of short-seller reports (e.g., 'gutting', 'red flag', 'dumped stock').UFP Technologies, Inc. (UFPT) · Wolfpack Research
Research note Short seller 1 hit