slides · global inventory
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Matching slides 41,127
Current window 17,641-17,670
Pages 1,371
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17,641-17,670 of 41,127
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Page 4 of a shareholder letter/proxy solicitation document.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Impact & Next Steps1 hit
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This is a standard Muddy Waters research note cover/summary page.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller 1 hit
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Includes standard Muddy Waters disclaimer and key investment thesis points.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller 1 hit
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This is a classic Muddy Waters short-seller research note cover page.Duoyuan Global Water Inc. (DGW) · Carson C. Block
Research note Short seller Beat · The Call1 hit
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New Pacific Metals (NUAG)New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
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This is a classic activist short-seller 'demand list' or 'questions for management' slide.Spreadtrum Communications (SPRD) · Carson Block
Shareholder letter Short seller Beat · Demand List1 hit
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This is a classic Muddy Waters short-seller research note slide, focusing on operational discrepancies and financial inconsistencies.Orient Paper Inc. (ONP) · Muddy Waters
Research note Short seller Beat · EvidenceLoop · Iceberg1 hit
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Orient Paper Inc. (ONP)Orient Paper Inc. (ONP) · Muddy Waters
Research note Short seller Beat · Resolution1 hit
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The text serves as a founder's manifesto explaining the firm's origin story and investment philosophy regarding Chinese companies.Orient Paper Inc. (ONP) · Carson Block and Sean Regan
Shareholder letter Short seller Beat · Impact & Next Steps1 hit
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Orient Paper Inc. (ONP)Orient Paper Inc. (ONP) · Carson Block and Sean Regan
Shareholder letter Short seller Beat · Impact & Next Steps1 hit
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This is a page from a Muddy Waters research report on Orient Paper (ONP).Orient Paper Inc. (ONP) · Muddy Waters, LLC
Research note Short seller Loop · Aha Moment1 hit
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This slide is part of a Muddy Waters research note investigating potential fraud or irregularities in a Chinese company's history.Orient Paper Inc. (ONP) · Muddy Waters, LLC
Research note Short seller 1 hit
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Orient Paper Inc. (ONP)Orient Paper Inc. (ONP) · Muddy Waters, LLC
Research note Short seller 1 hit
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This is a classic short-seller research report cover page.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller 1 hit
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The slide uses forensic accounting logic to compare public filings (10-K) against internal PRC tax filings and independent vendor quotes to expose fraud.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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This is a page from a Muddy Waters short-seller research report.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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This slide is part of a short-seller report by Muddy Waters, LLC, intended to expose operational deficiencies.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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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 Reveal1 hit
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Orient Paper Inc. (ONP)Orient Paper Inc. (ONP) · Muddy Waters, LLC
Research note Short seller Loop · The Reveal1 hit
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This is a classic Muddy Waters short-thesis research note.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
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The slide uses financial data to cast doubt on the legitimacy of the company's reported inventory/raw material figures.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
02
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures1 hit
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Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures1 hit
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Uses a 2x3 grid layout to categorize failures.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
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The slide uses a 'villain' framing to discredit incumbent directors.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
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Includes a quote from a top 20 shareholder as a qualitative data point.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
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Uses a waterfall-bridge chart to illustrate the path from current share price to intrinsic value.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victoryLoop · Before After1 hit
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The slide uses a negative bar for 2023 growth to emphasize the decline.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
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The slide highlights a discrepancy between DND's financial scale and the scale of its chosen compensation peers.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
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The slide uses a color-coded background (blue for Engine, pink for DND) to visually distinguish the two groups of nominees.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit