slides · global inventory
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Matching slides 118,471
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09
Uses a news headline as a 'red flag' indicator for corporate governance risk.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 3 hits
01
This is the first page of a shareholder letter. It establishes the investor's identity, their thesis on undervaluation, and their intent to push for structural change.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Situation & Context3 hits
04
Page 4 of a shareholder letter; focuses on capital allocation and strategic direction.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Iceberg3 hits
06
Includes a line chart showing the valuation discount of UK equities relative to the US over time.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach3 hits
02
The slide highlights contradictions between official filings and online data, as well as operational impossibilities regarding production capacity.Orient Paper Inc. (ONP) · Muddy Waters
Research note Short seller Beat · ComplicationLoop · Pattern Hunter3 hits
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This is a page from a short-seller research report (Muddy Waters) exposing potential fraud at ONP.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
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The slide uses a forensic accounting approach to expose potential fraud by comparing historical claimed values against current market quotes.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
15
This appears to be a page from a short-seller research report by Muddy Waters, LLC, likely used to illustrate the scale or condition of the company's assets.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
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Likely part of a short-seller report (Muddy Waters, LLC) intended to provide visual evidence of facility conditions.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
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This appears to be a visual evidence slide from a Muddy Waters short report.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
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The slide uses a forensic accounting approach to challenge the validity of reported inventory assets.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
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This appears to be a disclosure or methodology note from a short-seller report (Muddy Waters, LLC).Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller 3 hits
01
The document is a Muddy Waters, LLC short-seller report.Orient Paper Inc. (ONP) · Muddy Waters
Research note Short seller Beat · The Monster3 hits
01
This is a research note from Muddy Waters, LLC dated July 6, 2010, focusing on exposing inconsistencies in ONP's financial filings.Orient Paper Inc. (ONP) · Muddy Waters, LLC
Research note Short seller Loop · The Reveal3 hits
04
This slide details the complex corporate restructuring and trust agreement that led to Orient Paper's acquisition of HBOP.Orient Paper Inc. (ONP) · Muddy Waters, LLC
Research note Short seller Loop · The Reveal3 hits
05
This appears to be a page from a financial filing or research note detailing the legal and accounting history of the entity.Orient Paper Inc. (ONP) · Muddy Waters, LLC
Research note Short seller Loop · The Reveal3 hits
02
This is a standard activist investor press release disclosure page.Lyft (LYFT) · Engine Capital LP
Press release Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction3 hits
03
The slide uses a 'rejected' stamp motif to highlight the board's repeated refusal of premium offers.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · EvidenceLoop · Pattern Hunter3 hits
05
This is the final page of a shareholder letter.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Closing Ask3 hits
01
This is a formal activist investor letter, serving as the cover page of a presentation deck.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Situation & Context3 hits
03
Includes two bar charts comparing EV/NTM EBITDA and Price/NTM FCF against a peer group.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter3 hits
08
Includes a comparative table of YTD Organic Growth vs. peers.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach3 hits
09
This is a page from an activist investor letter (likely Elliott or similar) detailing strategic recommendations.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach3 hits
10
Page 10 of a shareholder letter; continues a list of demands.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach3 hits
36
Uses legal testimony and quotes to undermine the credibility of a specific board member.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change3 hits
65
The slide uses external validation (news, Reddit, Facebook) to frame the company as predatory.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 3 hits
77
Uses a quote from Mr. Proud to contrast with the subsequent equity offering announcement.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 3 hits
83
Uses a timeline on the left and a callout box on the right to contrast board behavior with shareholder demands.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 3 hits
05
This is page 5 of a shareholder letter, likely from an activist investor.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · So What Cascade3 hits
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Upwork Inc. (UPWK)Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Action3 hits