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16
Includes a CEO quote from Damon Hininger regarding capacity constraints.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Rising SuccessLoop · Why Now1 hit
39
Corrections Corporation of America (CXW)Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
21
The slide uses a 'villain critique' style to undermine management credibility by contrasting their public statements with external evidence.Electro Optic Systems Holdings Limited (EOS.AX) · Grizzly Research
Research note Short seller Loop · Cost Of Inaction1 hit
34
The slide uses a 'ceo-quote-contradiction' framework to contrast the CEO's public claims with the reality of the Dutch government contract.Electro Optic Systems Holdings Limited (EOS.AX) · Grizzly Research
Research note Short seller 1 hit
35
This is the final page of a short-seller research report.Electro Optic Systems Holdings Limited (EOS.AX) · Grizzly Research
Research note Short seller Beat · The Victory1 hit
09
General Growth Properties (GGWPQ)General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor 1 hit
30
The slide uses a direct quote from the Congressional Record to establish a legal precedent for creditor recovery limits.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
40
The slide uses a direct quote from Justice Stevens to define the 'cram down' standard.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
43
The slide cites the legal precedent established by Justice Stevens in the 2004 Till v. SCS Credit Corp case.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
47
The slide uses a process-like flow to map legal criteria to a specific financial outcome (Prime-plus 0.5% - 1.0%).General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
48
The slide uses a legal precedent to preemptively justify a specific financial assumption regarding interest rates in a bankruptcy scenario.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
62
The slide uses a quote from a former CFO to establish that management previously acknowledged the development potential of the land, which the activist is now using to argue for higher valuation or strategic action.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
43
The slide highlights a potential contradiction between the company's stated vigilance plan and the actual risks identified in their operations.Accor SA (AC) · Grizzly Research
Research note Short seller Beat · Return with Elixir1 hit
65
Uses a 'villain' framing by comparing Archer to Nikola (a known fraud case).Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The Victory1 hit
15
The slide uses a table to contrast recent debt issuance rates (6.92% average) against older issuances (9.20% average).Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Situation & Context1 hit
36
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Evidence & ProofLoop · Golden Circle1 hit
38
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Evidence & ProofLoop · Golden Circle1 hit
46
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · DesireLoop · Quick Win Big Bet1 hit
47
The slide provides a narrative summary of retail performance trends throughout 2009.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · DesireLoop · Quick Win Big Bet1 hit
57
The chart illustrates the 'virtuous cycle' of supply constraints helping demand for existing products.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
05
The chart shows a breakdown of Gross Profit and Adj EBITDA from 2016-2019, with a Q3 L12M column showing the impact of various acquisitions including Inteliquent.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Build Up1 hit
06
The slide highlights Inteliquent as a key revenue driver for Sinch, supported by historical revenue data and acquisition financial disclosures.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Build Up1 hit
08
The slide uses a narrative structure to build a case against the company by citing specific regulatory actions and investigations.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
09
The slide highlights Inteliquent's disproportionate involvement in illegal robocall traffic compared to peers.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
11
The slide uses a combination of legal precedent (class action excerpt) and crowdsourced data (YouMail, Scammer.Info) to build a case against the company.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
15
The slide uses a case study approach to expose a company's lack of communication and failure to mitigate fraud.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Voice Of Customer1 hit
47
The slide uses a quote to frame the target's management as resistant or dismissive of a potential transaction.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
49
Uses a direct quote from a CFO to validate the activist's claim of poor underwriting.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
75
The slide uses a quote to frame the opposition's stance, likely to be countered in subsequent slides.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
97
Uses a quote from Tim Koller (McKinsey) to validate the thesis.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit