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Matching slides 78,129
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16,261-16,290 of 78,129
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The slide uses a dual-axis chart to correlate absolute EBITDA dollars with percentage margins.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 2 hits
14
The slide uses a before-after comparison to debunk the 'Amazon risk' narrative by showing that superstores grew alongside Amazon.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · AgitateLoop · Before After2 hits
35
The slide highlights a significant performance decline in the mall segment.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 2 hits
06
The slide presents two sets of charts (English and Korean versions) to critique the company's order projections.Ceres Power Holdings plc (CWR) · Grizzly Research
Research note Short seller Beat · Villain Critique2 hits
10
The slide uses a comparison frame to establish competitive advantage.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Rising Success2 hits
03
Includes a disclaimer at the bottom and a logo for Grizzly Research.Electro Optic Systems Holdings Limited (EOS.AX) · Grizzly Research
Research note Short seller 2 hits
26
The slide uses two bar charts to show how the company's reported backlog figures have shifted over time, suggesting a discrepancy between earlier claims and later updates.Electro Optic Systems Holdings Limited (EOS.AX) · Grizzly Research
Research note Short seller 2 hits
54
The slide uses a 'villain' framing by comparing the company to Nikola, a known fraud case.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Loop · The Reveal2 hits
03
The slide presents two scatter plots with trendlines showing long-term returns of firms that sued short-sellers, indicating poor performance post-publication.Industry meta-study: 24 firms that sued short sellers (2018-2025) · Grizzly Research
Research note Short seller Beat · EvidenceLoop · Benchmark Gap2 hits
12
The slide uses two screenshots of external analytics platforms (Google Trends and Appmagic) to support a bearish thesis.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · Evidence2 hits
17
Grizzly Research report page 17. Uses two line charts to demonstrate KPI manipulation and inflation-tracking AOV.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · Evidence2 hits
23
The slide uses Google Trends and SemRush data to support a bearish thesis on HelloFresh's diversification strategy.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · Thesis Headline2 hits
25
Includes website traffic charts for GreenChef, YouFoodz, and Everplate, plus an AppMagic download ranking chart.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · Thesis Headline2 hits
19
The slide uses two charts to demonstrate the decline in active customers and the lack of real AOV growth relative to inflation.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The StruggleLoop · Myth Buster2 hits
25
Includes Google Trends and SemRush traffic data as evidence of market saturation and growth plateau.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The Victory2 hits
27
The slide uses traffic data and app download rankings to illustrate the poor performance of HelloFresh's secondary brands.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The Victory2 hits
11
The slide uses a line chart for interest rate spreads and a stacked bar chart for bond issuance volumes.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Situation & Context2 hits
11
The slide uses a 'Pershing Square' logo in the top left corner. The data is based on 30-day average trailing prices as of 11/11/05.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Problem & Complication2 hits
16
Uses a before-after bridge to illustrate the impact of accounting adjustments on segment EBITDA contribution.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof2 hits
17
The slide uses a before-after visual to demonstrate how accounting adjustments shift the perceived value contribution of McDonald's business segments.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof2 hits
37
The slide uses a yellow bar for McDonald's to distinguish it from the blue bars of the peer group.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 2 hits
20
The slide uses a before-and-after adjustment to reclassify EBITDA, highlighting the underlying value of the brand versus company-operated restaurants.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution2 hits
18
The slide presents two bar charts: the top one compares Sinch and Twilio, while the bottom one expands the comparison to include Bandwidth Inc and Infobip.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Capability Gap2 hits
30
Uses a before-after framing to contrast historical market positions with current ones.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
39
The slide uses a before-and-after comparison to frame Target's strategic failure in the grocery market.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
42
The slide uses a rhetorical question to frame the product mix as the root cause of profitability differences.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
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Includes two bar charts showing valuation multiples; Target Corp and Standalone are highlighted with red bullseye icons.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 2 hits
01
Includes stock performance charts and a table comparing WUBA to FXI.58.com Inc. (WUBA) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
04
Uses a before-after framing to challenge the conventional perception of McDonald's business model.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Market Size2 hits
15
The slide uses a before-after bridge to reclassify EBITDA, highlighting the shift from OpCo-heavy to Brand-heavy profitability.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Product2 hits