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Matching slides 18,554
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1,291-1,320 of 18,554
04
The slide presents qualitative evidence from industry representatives to frame AXDX's competitive position as limited by its narrow focus on blood stream infections and reliance on surrogate measurements.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Problem (Identify pain)4 hits
27
The slide contrasts optimistic management commentary from 2018 with a more cautious tone in 2019.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller 4 hits
05
The slide uses quotes from executives to set up a contradiction, followed by a data table to refute their definition of organic growth.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter4 hits
09
This is a research note from a short-seller report (Wolfpack Research).Innodata, Inc. (INOD) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction4 hits
10
The slide uses a narrative structure to expose a potential accounting/contractual manipulation by the company.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Solution (Provide relief)Loop · Analogy4 hits
26
The slide highlights a contradiction between the company's public retail-focused narrative and the internal reality of distributor income.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Struggle4 hits
28
Uses testimonials from distributors to prove the business model is recruitment-based rather than service-based.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · The Struggle4 hits
76
The slide uses the 'ceo-quote-contradiction' framework to highlight that top earners focus on recruitment rather than retail sales.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain4 hits
127
The slide uses a legal deposition transcript to undermine the company's credibility regarding compliance enforcement.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain4 hits
24
The slide uses a torn-paper aesthetic for the quotes.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · Agitate4 hits
28
The slide uses color-coded text (red) to emphasize specific historical data points and the concluding outlook.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 4 hits
14
The slide uses individual testimonials to build a case for systemic abuse.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Voice Of Customer4 hits
337
The slide uses a Q&A format to highlight a perceived cover-up by the company.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 4 hits
64
The slide uses a 'villain' framing by highlighting the 'reckless' nature of the pricing and citing competitors' shock.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Presentation of the thesis4 hits
67
The slide uses a Q&A transcript format to build credibility and expose the fragility of the customer relationship.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Presentation of the thesis4 hits
70
Uses expert quotes to highlight the discrepancy between Twist's pricing and the actual cost of manufacturing.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Presentation of the thesis4 hits
77
The slide uses a Q&A format to highlight the contradiction between marketing claims and operational reality.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 4 hits
83
The slide uses a Q&A format to highlight operational inefficiencies and manual labor requirements that contradict the 'automated' narrative.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 4 hits
85
The slide uses highlighting to emphasize key claims about the non-proprietary nature of the technology.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 4 hits
87
The slide uses highlighted text to emphasize key criticisms regarding development time, labor intensity, and error rates.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 4 hits
128
The slide uses direct quotes from an earnings call transcript to demonstrate the CFO's contradictory statements about where the $90-100MM CapEx is being spent.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 4 hits
141
Uses direct quotes to undermine company narrative.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 4 hits
144
The slide uses a chronological sequence of quotes to highlight the lack of progress and shifting narratives.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 4 hits
153
The slide uses direct quotes from a customer to frame Twist as a commodity player struggling against dominant incumbents.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 4 hits
162
The slide uses a Q&A transcript format to highlight negative sentiment from a major customer.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 4 hits
170
The slide uses direct quotes from former employees and competitors to undermine the company's value proposition.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 4 hits
174
The slide uses expert testimony to undermine the company's moat.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 4 hits
189
The slide uses bolding and highlighting to emphasize negative sentiment regarding Twist's market position.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 4 hits
207
The slide uses expert testimony to frame Twist as vulnerable to both established incumbents and new, cheaper technologies.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 4 hits
29
The slide uses quotes from earnings calls and analyst questions to validate the thesis of a slowing Chinese labor market.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller 4 hits