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Matching slides 96,741
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11,761-11,790 of 96,741
05
The slide uses a callout box to highlight the recent price and a circle to annotate the peak price.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 2 hits
10
The slide uses a 'sum-of-the-parts' valuation logic, arguing that the market is mispricing the company due to noise from non-core or transitional segments.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 2 hits
23
Includes a small calculation box for ROI.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · Solution2 hits
31
The slide uses a waterfall bridge to show the path from 2006E EBITDA to a 2008 projection.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 2 hits
08
The slide uses a map to plot various types of negative findings (red circles, green circles, yellow circles, purple rhombi, red squares, blue squares) related to Accor hotels.Accor SA (AC) · Grizzly Research
Research note Short seller Beat · Evidence & Proof2 hits
01
This is a short-seller research report cover/summary page.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller 2 hits
06
The slide uses a 'villain' comparison (Nikola) and a precedent case study to undermine the company's credibility.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter2 hits
10
The slide uses a comparative line chart to frame Archer as significantly behind Joby, using the 'Nikola' comparison to imply fraudulent or misleading claims.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter2 hits
20
The slide uses a 'villain_critique' approach to frame the company's technical pivots as deceptive practices.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The Struggle2 hits
24
Uses a 'villain critique' approach to frame the company as deceptive, drawing a comparison to Nikola Corporation.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The Struggle2 hits
47
The slide uses a 'villain' framing by comparing Archer to Nikola, implying fraudulent or incompetent behavior.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Loop · The Reveal2 hits
10
This is a research note from Grizzly Reports alleging financial impropriety.Intelligent Systems Corp (INS) · Grizzly Reports
Research note Short seller Beat · The Struggle2 hits
05
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 2 hits
08
The slide highlights the performance gap between company-owned and franchised units, adjusted for market rent and franchise fees.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Problem2 hits
10
The slide uses a process flow diagram to illustrate the capital allocation strategy.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 2 hits
12
The slide uses a 'Pershing' perspective to frame the conflict as a systemic issue.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Agitate2 hits
13
The slide uses a callout box to detail a specific failure case ('Made for You') to illustrate the broader point about poor decision-making processes.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Agitate2 hits
21
The slide uses a provocative thesis to challenge the market's valuation of the company as a restaurant operator.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution2 hits
22
Uses sum-of-the-parts valuation logic to justify a higher share price.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution2 hits
35
The slide uses a Q&A format to preemptively address stakeholder concerns.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution2 hits
36
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution2 hits
04
The slide uses a combination of narrative text, a quoted excerpt from a prospectus, and an organizational chart to illustrate the ownership structure and the flow of capital to insiders.Playtika Holding Corp. (PLTK) · Grizzly Research
Research note Short seller Beat · AttentionLoop · Cost Of Inaction2 hits
20
Includes a specific case study of the Reworks Oy acquisition and a user review as evidence of monetization-driven churn.Playtika Holding Corp. (PLTK) · Grizzly Research
Research note Short seller Loop · Cost Of Inaction2 hits
43
Includes a table of historical property sales records.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction2 hits
58
The slide uses visual evidence (photos) to argue that the purchase price of $9M is an overpayment, suggesting a more accurate valuation of $5M.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction2 hits
64
The slide uses photographic evidence and satellite imagery to challenge the valuation narrative of a specific property transaction.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction2 hits
50
The slide uses annotated tables and callouts to highlight specific entities in government lists.GSX Techedu (GSX) · Grizzly Reports
Research note Short seller 2 hits
21
The slide uses a 'villain' narrative to frame the company's business model as enabling fraud.Trustpilot Group PLC (TRST) · Grizzly Research
Research note Short seller Beat · The VictoryLoop · The Reveal2 hits
05
This is a research note from Grizzly Reports regarding 58.com (WUBA).58.com Inc. (WUBA) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
19
Includes a table showing 'Amounts due from related parties' highlighting 'Finance Business' as a significant debtor.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose Contradiction2 hits