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The slide uses a red box to highlight the Q4 2023 growth collapse and a corresponding callout box to emphasize the decline.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
02
The quote is presented in English and Japanese, serving as a thematic transition or opening hook for a section exposing corporate dishonesty.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Hook1 hit
22
The slide uses a Q&A transcript to validate the claim of inventory worthlessness.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
31
The slide uses a combination of summary text and a direct, highlighted quote block to substantiate the claim of corporate secrecy.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
12
Includes a direct quote from a former director to support the thesis of asset duplication.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
14
The slide uses historical press releases and archived website screenshots to prove that the project was previously abandoned.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
17
The slide uses a 'before-after' framing to contrast past promises with current reality.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
29
Uses a red callout to highlight a discrepancy in the company's press release regarding project locations.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
35
Uses a 'before-after' style juxtaposition of a quote promoting the project and the subsequent criminal conviction of the promoter.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
46
The slide uses a table to contrast the Chairman's public statement of commitment with the reality of his zero-equity position.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
The slide uses a precedent table to establish credibility by showing past successful short research campaigns.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Situation & ContextLoop · Precedent1 hit
27
Uses a combination of executive interview quotes and external market research to build a case for business risk.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
32
Uses stock charts to visually demonstrate the failure of the venture investments.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
50
Uses a CEO quote to contrast with the poor financial performance shown in the table.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
57
Uses a 'CEO Quote Contradiction' framework to highlight the gap between management rhetoric and observed data.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
05
The slide uses a 'Hollywood' justification metaphor to describe analyst behavior. It includes a specific chart of rating history and references SEC filings and earnings calls.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose ContradictionLoop · Analogy1 hit
11
This is a research note slide presenting evidence of operational failures and competitive disadvantage.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose Contradiction1 hit
17
The slide uses a quote from a competitor's SEC filing to frame the competitive landscape as a threat.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
26
The slide highlights the 'elephant in the room' regarding unprovisioned class-action liabilities.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix DataLoop · Cost Of Inaction1 hit
09
Includes a quote from Robert Maxwell and a specific excerpt from an accounting policy change.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
20
The slide uses a literary quote to frame the investigation into missing or contradictory market data.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
26
The slide uses a quote from a competition to expose a contradiction in TFS's marketing claims.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
27
Uses a Seinfeld quote as a thematic hook for the section on 'agreements'.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
28
The slide uses investigative journalism and parliamentary submissions to challenge management's credibility.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
32
The slide uses a direct quote from an FDA warning letter to undermine the credibility of the partner company.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
33
Includes citations for data sources in the footer.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
36
Uses a quote from The Simpsons to frame the skepticism regarding the 'expert' data.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
41
Includes a quote from Bernard Madoff to frame the 'proprietary strategy' as suspicious.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
48
Includes a quote by Richard M. Nixon and a detailed breakdown of the mechanics of 90s tax schemes.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Loop · Cost Of Inaction1 hit
49
The slide highlights the irony of Mr. Atkinson defending schemes that later failed, specifically mentioning Timbercorp, Palandri's Wine, and Barkworth Olives.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Loop · Cost Of Inaction1 hit