slides · global inventory
Callout
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 11,431-11,460
Pages 3,225
Rows per page 30
Component
11,431-11,460 of 96,741
18
The slide uses a red highlight for the Q4 row to emphasize the implied loss of revenue despite high net new client additions.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction2 hits
21
The slide uses red boxes to highlight the inconsistent starting balance figures (1,611 vs 1,225) and a red arrow to visually connect the discrepancy.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Expose Contradiction2 hits
22
The slide uses a red-highlighted callout box to frame the argument and red cells in the table to emphasize negative financial metrics.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
24
The slide uses a red box to highlight the specific line items in the cash flow statement and the corresponding text in the 10-K note that do not match.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
29
The table highlights that Enfusion's EV/EBITDA multiples (28.1x 2024E) are significantly higher than the peer average (14.4x), despite lower EBITDA margins.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Resolution2 hits
05
The slide uses a 'before-after' style narrative to validate the firm's track record.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Situation & ContextLoop · Precedent2 hits
14
The slide uses red highlighting to draw attention to Bunge's high audit fee ratios compared to ADM and Nutrien.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · Myth Buster2 hits
25
The slide uses a red box to highlight the activist's commentary and underlines in the 2025 text to draw attention to the specific change.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter2 hits
29
Uses a 'villain' critique style to highlight Bunge's strategic misalignment with market trends.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter2 hits
33
The slide uses a red callout box to emphasize the 23% exposure to high-risk countries.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Zoom In2 hits
35
The slide uses a table-like structure to compare 2023, 2024, and 2025 reporting on Brazilian tax issues.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Zoom In2 hits
38
Uses a before-after framing to contrast past promises with current performance.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Zoom In2 hits
44
Uses a 'CEO/CFO quote vs. data' structure to highlight hypocrisy.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After2 hits
47
The slide uses a red callout box to emphasize the negative context surrounding ADM's performance.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After2 hits
49
The slide uses a 'Pro Forma Analysis' to adjust standalone projections for deal timing, integration costs, and synergies.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After2 hits
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 After2 hits
55
The slide uses a red callout box to emphasize the contradiction between the 2022 deal presentation and the 2024 pro forma financials.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter2 hits
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 Hunter2 hits
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 Hunter2 hits
63
Uses a table to show historical shareholder percentages and highlights the 'Decaying insider alignment' trend.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds2 hits
64
The slide uses a table to expose the 'consensus' view as a potential error or over-optimism.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds2 hits
66
The slide uses a red arrow annotation to highlight the divergence between the rising valuation multiple and the underlying business performance.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds2 hits
04
Includes a red-boxed highlight on the Adjusted EBITDA figure in the table.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller 2 hits
06
This slide functions as a 'villain critique' or 'fraud exposure' document, systematically dismantling company claims.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose ContradictionLoop · Analogy2 hits
07
The slide uses a mix of narrative and bulleted evidence to argue that Caesarstone's financial statements are potentially misrepresented.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose ContradictionLoop · Analogy2 hits
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 Data2 hits
35
The slide uses a 'back-testing' methodology against Australian data to validate the discrepancy in US revenue figures.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Loop · Mece Breakdown2 hits
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 · Timeline2 hits
09
Includes a direct excerpt from ISA regulations regarding termination of sponsorship.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · The Reveal2 hits
12
The slide uses direct excerpts from legal/financial documents to challenge corporate claims.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The Monster2 hits