slides · global inventory
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10
The slide acts as a summary of three other slides (12, 13, 21) from the original deck.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter3 hits
12
Uses geographic maps to illustrate competitive saturation and store footprint differences.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction3 hits
35
Uses a 'villain critique' style to undermine CEO credibility.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · The Monster3 hits
08
Uses a rhetorical question and visual juxtaposition to frame the company as failing to meet the 'robot' definition.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction3 hits
11
Part of an activist short thesis presentation by Spruce Point Capital.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction3 hits
28
Uses a carrot emoji as a visual metaphor for 'dangling a carrot' to investors.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction3 hits
23
China MediaExpress Holdings (CCME)China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller 3 hits
01
The slide uses a 'fraud' stamp overlay on a corporate logo to establish an immediate adversarial stance.FleetCor Technologies (FLT) · Citron Research
Research note Short seller 3 hits
08
The slide uses photographic evidence to challenge management's narrative regarding property upkeep.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · Aha Moment3 hits
26
This is a classic Muddy Waters 'villain' slide, using luxury imagery to imply corporate malfeasance or excessive executive compensation.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
02
The slide uses a 'villain critique' structure to frame the short thesis, combining visual evidence (photos, documents) with financial data.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Villain Critique3 hits
27
The slide uses a sarcastic tone ('For ~30% more money') to frame the comparison as a negative value proposition for BioSanté.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
14
Includes a map showing trade area radius and sales per square foot comparison.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 3 hits
23
The slide is a collage of images showing the mall's interior and exterior, serving as a visual introduction.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 3 hits
46
This slide serves as a technical appendix or methodology guide for the research process.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 3 hits
05
The slide serves as visual evidence for a research note, likely highlighting operational or maintenance failures at specific farm sites.China Huishan Dairy Holdings (6863.HK) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg3 hits
08
The slide uses visual evidence of wall collapse to argue that the company is underestimating the cost and scale of necessary repairs.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Before After3 hits
70
Includes 'a better kao' logo in top right and 'OASIS' logo in bottom right.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 3 hits
22
The slide critiques Kao's internal projections for Latin America (3.4% of revenue) against the high growth potential of the region.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)3 hits
49
The slide uses a green-tinted photographic background with a minimalist design, typical of an activist investor deck setting the stage for a growth-focused argument.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)3 hits
01
This is a classic short-seller research report cover page.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller 3 hits
19
This slide is part of a short-seller report by Muddy Waters, LLC, intended to expose operational deficiencies.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
24
The slide uses sarcasm ('gleefully playing in hundreds of thousands of dollars') to undermine the company's reported inventory value.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
35
The slide uses a 'villain' framing to discredit incumbent directors.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change3 hits
37
Uses red 'x' bullets to emphasize negative attributes for each nominee.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change3 hits
107
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 3 hits
108
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 3 hits
109
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 3 hits
110
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 3 hits
111
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 3 hits