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80,941-80,970 of 96,741
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The slide uses comparative performance data to justify a call for leadership change (Chairman and Lead Independent Director).BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Villain Critique1 hit
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The slide uses a network graph to visualize the connection between ad titles, landing pages, and related entities, contrasting them with 'legitimate advertisers'.Qutoutiao, Inc. (QTT) · 60_Wolfpack_Research
Research note Short seller 1 hit
01
This is the first page of a 10-page research note.BlackBerry (BBRY) · 52_Citron_Research
Research note Short seller Beat · HookLoop · Aha Moment1 hit
05
The slide uses a quote and data points to argue that BlackBerry QNX is a market leader with a significant moat due to its existing install base.BlackBerry (BBRY) · 52_Citron_Research
Research note Short seller Beat · EvidenceLoop · Aha Moment1 hit
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Includes a diagram of the Blackberry IoT platform ecosystem.BlackBerry (BBRY) · 52_Citron_Research
Research note Short seller Beat · SetupLoop · Aha Moment1 hit
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Uses strong, accusatory language ('deceive', 'disingenuous', 'mislead', 'fooled') to frame the incumbent management as a villain.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Call1 hit
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Uses a classic 'Claim vs. Reality' structure to frame the target company's narrative as deceptive.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Call1 hit
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Uses a Venn diagram to visually demonstrate the lack of overlap between two peer groups.Huntsman Corporation (HUN) · 03_Starboard_Value
Activist deck Activist investor Beat · The Call1 hit
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Includes two comparative line charts showing Huntsman vs S&P 500 performance before and after activist involvement.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
03
The slide uses a combination of bar and line charts to illustrate the widening gap between the company and its peers.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
04
The slide uses a bar chart to contrast Huntsman's 15% margin against a primary peer average of 24%.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
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The slide uses a 'before-after' style comparison of targets vs actuals to frame the company's failure to deliver.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Zoom In1 hit
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Uses a network diagram to visualize board interconnections and proxy report excerpts to substantiate claims of poor governance.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 hit
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The slide uses a visual diagram to illustrate the conflict of interest between the CEO and the board member.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 hit
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The slide uses a line chart to visualize the decline in share price and annotates specific dates of board actions and subsequent employment.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 hit
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The slide uses a 'villain' framing to discredit specific board members.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
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Page 14 of a shareholder letter/presentation.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
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Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
01
The slide uses a contrarian investment thesis, framing the high short interest as a signal for a potential price rebound.Snap Inc. (SNAP) · Citron Research
Research note Short seller Beat · Situation & Context1 hit
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The slide uses a Bloomberg terminal screenshot to illustrate the valuation gap.Snap Inc. (SNAP) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
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The slide uses a 'mosaic' argument to justify a bullish outlook on SNAP despite historical underperformance.Snap Inc. (SNAP) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
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Includes a Statista chart sourced from Piper Jaffray.Snap Inc. (SNAP) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Golden Circle1 hit
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Citron Research report on Snapchat.Snap Inc. (SNAP) · Citron Research
Research note Short seller Loop · Golden Circle1 hit
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Citron Research note dated 05/31/2018.Snap Inc. (SNAP) · Citron Research
Research note Short seller 1 hit
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Snap Inc. (SNAP)Snap Inc. (SNAP) · Citron Research
Research note Short seller Beat · Action1 hit
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This is a classic short-seller research note designed to frame a company as a fraud (Enron comparison).Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller Beat · Hook1 hit
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This is a page from a Citron Research short report on Valeant Pharmaceuticals.Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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Includes red annotations circling phone numbers and drawing a connection between two contact blocks.Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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This is a page from a short-seller research report (Citron Research) targeting Valeant Pharmaceuticals.Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller Beat · Expose Contradiction1 hit
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Uses a historical precedent (Arthrocare) to frame the current Valeant investigation.Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · The Reveal1 hit