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The slide uses a series of bullet points to build a case for regulatory non-compliance and structural obfuscation.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication7 hits
13
Slide 13 of a Spruce Point Capital Management activist deck.Hims & Hers Health, Inc. (HIMS) · Spruce Point Capital Management
Activist deck Short seller Beat · Complication7 hits
09
The slide uses a bulleted list structure to systematically dismantle specific company claims.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Aha Moment7 hits
10
Includes specific allegations regarding past accounting fraud at WebMD and medical malpractice claims against the current Medical Director.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Aha Moment7 hits
26
This slide serves to build credibility by acknowledging prior reports while adding new, specific findings.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy7 hits
22
The slide uses a collage of news snippets to build a narrative of market fragmentation and PE-backed competition.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Struggle7 hits
46
Uses a vertical list of red arrows to emphasize the negative points.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Quick Win Big Bet7 hits
13
The slide uses a series of bulleted arguments to build a case for business deterioration, culminating in a mention of regulatory/legal issues.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment7 hits
14
The slide uses bolding and underlining to emphasize accounting concerns and negative outlooks.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment7 hits
13
Uses red flag icons as bullet points to emphasize negative findings.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction7 hits
08
The slide uses blue underlined text to indicate hyperlinks to source documents or data.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 7 hits
09
The slide uses a 'Warning' header to frame the first section as a red flag regarding accounting integrity.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 7 hits
02
This page is part of a research note exposing potential fraud and geopolitical risks associated with Datasection.Datasection, Inc. (3905.TYO) · Wolfpack Research
Research note Short seller Beat · The Call7 hits
09
Amcor plc (pro forma Amcor-Berry Global combination) (AMCR)Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · James Chadwick
Conference presentation Activist investor Beat · Evidence & ProofLoop · Logic Chain7 hits
15
This slide outlines the legal strategy of Icahn Capital to challenge Dell's corporate actions.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor 7 hits
16
Ritchie Bros. Auctioneers (RBA)Ritchie Bros. Auctioneers (RBA) · Ancora
Activist deck Activist investor Beat · Evidence7 hits
02
This is a text-heavy press release slide outlining the investment thesis for Land and Buildings' activist campaign against MGM.MGM Resorts International (MGM) · Jonathan Litt
Press release Activist investor Loop · Voice Of Customer7 hits
02
This is a press release from Land and Buildings Investment Management, LLC.MGM Resorts International (MGM) · Jonathan Litt
Press release Activist investor Beat · SolutionLoop · Cost Of Inaction7 hits
19
Norfolk Southern Corporation (NSC)Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Agitate7 hits
47
This appears to be a page from a contract or legal document, specifically sections 2.3 through 3.1.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller 7 hits
63
Page 62 of a legal document or research note containing contractual clauses.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Victory7 hits
03
This is a classic short-seller research note (Muddy Waters style) exposing corporate fraud.China Internet Nationwide Financial Services Inc. (CIFS) · Carson C. Block
Research note Short seller Beat · The Monster7 hits
68
The slide presents a forensic accounting argument by comparing third-party data against official company filings to highlight anomalies.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction7 hits
09
Uses a before-after-framing style to debunk specific board claims.Norfolk Southern Corporation (NSC) · Frederick D. DiSanto
Shareholder letter Activist investor Beat · NeedLoop · Analogy7 hits
51
This slide uses aggressive, activist-style language to frame Nevro as a failing company and Saluda as a disruptive competitor.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction7 hits
01
Slide 1
This is a text-heavy press release document formatted as a single page.Lyft (LYFT) · Engine Capital LP
Press release Activist investor Beat · Situation & ContextLoop · Cost Of Inaction7 hits
166
The slide uses a series of news headlines to build a pattern of recurring fraud in the battery sector.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction7 hits
04
Uses a rhetorical questioning technique to build a case for conflict of interest.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction7 hits
05
The slide uses direct quotes from a 2012 proxy statement to highlight potential conflicts of interest.SandRidge Energy (SD) · Dinakar Singh
Activist deck Activist investor Beat · The MonsterLoop · The Reveal7 hits
08
The slide uses highly aggressive, accusatory language (e.g., 'fraudulent billing racket', 'organ trafficking scheme', 'prostitutes').TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Testimonials from Industry Experts7 hits