slides · global inventory
Paragraph
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 81,061-81,090
Pages 3,950
Rows per page 30
Component
81,061-81,090 of 118,471
52
Uses red boxes and arrows to highlight the increase in committed capacity and the new $600m borrowing.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
53
The slide uses a 'before-after' style comparison of narrative disclosures alongside a data table to highlight a change in business risk profile.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
54
The slide highlights the growth of short-term debt and other contractual obligations, specifically mentioning take-or-pay and throughput contracts.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
56
The slide uses a red box and arrow to highlight the restatement of 2021 revenue and the adjustment of 2024 pro forma revenue.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
59
The slide uses a red box callout to emphasize the specific accounting discrepancy.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
60
The slide uses a scenario table to demonstrate how accounting changes (PP&E revision) could have artificially boosted EPS.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
61
Uses a waterfall chart to bridge 2026 EPS to 2030 target, and a table to demonstrate the math gap in synergy benefits.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
65
The slide uses a 'What Could Go Right' framework to systematically dismantle bull arguments.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
67
The chart shows a historical average of 0.35x, which the activist argues should be lower.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
68
The table highlights specific adjustments made by Spruce Point to debt and enterprise value calculations.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
70
The slide uses a red outline to highlight specific 'closest peers' for comparison.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
72
The slide uses a valuation bridge to derive equity value from enterprise value, then calculates share price targets.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
08
Uses a metaphorical image of Thor and a cockroach to illustrate the 'disappearing' bull case.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose ContradictionLoop · Analogy1 hit
10
Includes a screenshot of Lowe's website search results and a summary of findings regarding Caesarstone's market position.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Key Takeaways1 hit
14
Includes a table showing specifications of 'Pure White' product from an Australian website dated 2016, contradicting the 'new' narrative.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose Contradiction1 hit
16
The slide uses rhetorical questions to cast doubt on the company's product strategy and potential quality risks.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
22
The author uses the table to cast doubt on management's narrative regarding volume growth by pointing to forex impacts.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
24
The slide uses a visual catalogue of product swatches to establish the product category before making a price comparison claim.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
25
The slide highlights the threat of low-cost IKEA alternatives to premium Caesarstone products.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
28
The text below the table argues that CSTE's maintenance capex should be similar to competitors due to shared machinery suppliers, but notes that it is not.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
34
Includes footnotes referencing external financial reports and prior research.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Loop · Mece Breakdown1 hit
37
Caesarstone Ltd. (CSTE)Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Key Takeaways1 hit
39
The slide uses a narrative timeline to expose management's contradictory guidance and performance claims.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Timeline1 hit
40
Caesarstone Ltd. (CSTE)Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller 1 hit
03
This is a research note from a short-seller report.Quintis Limited (QIN) · Viceroy Research
Research note Short seller 1 hit
04
This is a short-seller research note highlighting corporate malfeasance.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Villain Critique1 hit
01
The slide functions as a cover/summary page for a short-seller report, outlining four key allegations against the company.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller 1 hit
07
The slide uses a table to contrast company-reported data against regulatory records to prove financial misrepresentation.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
14
The slide uses a network diagram to visualize the connections between Matthias Bolliger and several USM-branded entities.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The Struggle1 hit