slides · global inventory
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Matching slides 118,471
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Pages 3,950
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2,581-2,610 of 118,471
101
Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short)Pershing Square portfolio (multi-holding LP update: MDLZ, VRX, APD, ZTS, CP, QSR, HHC, PAH, FNMA/FMCC, HLF short) · William Ackman
Activist deck Activist investor Beat · Conclusion6 hits
12
This appears to be a blank page containing only a footnote and page numbering.BMC Software (BMC) · Elliott Management
Activist deck Activist investor Loop · Logic Chain6 hits
07
The slide uses a table to highlight the pattern of buy-then-pledge transactions by the CEO's entity, DSR Ventures.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · Complication6 hits
27
This is the concluding page of a short-seller research report.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · Resolution6 hits
12
Includes a signature and a closing sentiment referencing the company's namesake.Howard Hughes Holdings Inc. (HHH) · William A. Ackman
Shareholder letter Activist investor Beat · Evidence & Proof6 hits
06
The slide uses a 'villain critique' style to frame Herbalife's lack of data collection as evidence of a pyramid scheme.Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor Beat · Expose Contradiction6 hits
08
This is a research note from Pershing Square Capital Management regarding Herbalife. It uses legal precedents and specific examples to build a case for deceptive business practices.Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor Beat · Preempt Rebuttal6 hits
04
This is a research note page from Grizzly Reports detailing short-thesis arguments against NBEV.New Age Beverage Corp. (NBEV) · Grizzly Reports
Research note Short seller Beat · Problem6 hits
19
Includes a table of debt obligations and narrative critique of financial reporting and auditor quality.New Age Beverage Corp. (NBEV) · Grizzly Reports
Research note Short seller 6 hits
20
This is a research note from Grizzly Reports criticizing NBEV's business practices and regulatory compliance.New Age Beverage Corp. (NBEV) · Grizzly Reports
Research note Short seller 6 hits
05
The slide serves as a visual catalog of 'specialty-use' assets.Realty Income Corp (O) · Pershing Square Capital Management
Conference presentation Activist investor 6 hits
29
Includes a table of property records and a narrative argument questioning the valuation of the asset.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction6 hits
33
The slide presents a case study of a specific asset (Vireo) and justifies the valuation approach based on due diligence and financial risk assessment.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction6 hits
34
DYME likely stands for 'Do Your Own Due Diligence' or similar research-note shorthand.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction6 hits
55
The slide uses a 'bear' logo, suggesting a short-seller research note.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction6 hits
66
The slide uses a bear logo, likely indicating a short-seller research report.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction6 hits
72
Includes a screenshot of a public property search portal and textual details on lease terms.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction6 hits
75
Includes a satellite image of the property and specific financial terms of the lease agreement.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction6 hits
12
This appears to be a screenshot of a job listing page, likely used as evidence in a research report.GSX Techedu (GSX) · Grizzly Reports
Research note Short seller 6 hits
15
The slide uses a bear icon, suggesting a bearish investment thesis.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In6 hits
17
The slide uses a qualitative argument supported by LinkedIn SalesNavigator search data to frame Sinch as under-resourced in critical compliance functions compared to its peer, Twilio.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Capability Gap6 hits
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The slide uses a narrative-driven approach to frame Sinch's business model as complicit in fraud, contrasting it with industry standards and regulatory requirements like STIR/SHAKEN.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction6 hits
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The slide uses anecdotal evidence and statistical data to frame the problem of imposter scams.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction6 hits
42
This is a page from a technical interview guide for finance roles.N/A · 10X EBITDA
Other Short seller Loop · Golden Circle6 hits
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This page appears to be an excerpt from a larger technical guide, formatted as a FAQ or study guide.N/A · 10X EBITDA
Other Short seller Loop · Golden Circle6 hits
71
This is a Q&A style educational slide from a technical finance guide.N/A · 10X EBITDA
Other Short seller 6 hits
24
The slide uses a skeptical tone to challenge the company's expansion strategy and transparency.Trulieve Cannabis Corp (TRUL) · Grizzly Reports
Research note Short seller 6 hits
04
The slide uses a 'villain' narrative style to frame Trustpilot's business practices as extortion.Trustpilot Group PLC (TRST) · Grizzly Research
Research note Short seller Beat · The Monster6 hits
12
The slide uses a 'Grizzly' research note format to highlight a valuation discrepancy and potential management dishonesty.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In6 hits
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The slide contains a mix of reputational risk analysis and macro-environmental impact assessment.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller 6 hits