slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 26,431-26,460
Pages 2,019
Rows per page 30
Component
26,431-26,460 of 60,568
65
The slide uses a 'What Could Go Right' framework to systematically dismantle bull arguments.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
68
The table highlights specific adjustments made by Spruce Point to debt and enterprise value calculations.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
69
The slide uses a 'bridge' style logic to adjust Bunge's reported figures to a more conservative Spruce Point view.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
70
The slide uses a red outline to highlight specific 'closest peers' for comparison.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
72
The slide uses a valuation bridge to derive equity value from enterprise value, then calculates share price targets.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
74
The table tracks CFO, Capex, Dividends, Acquisitions, and other financial metrics over a 27-year period.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller 1 hit
04
Includes a red-boxed highlight on the Adjusted EBITDA figure in the table.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller 1 hit
08
Uses a metaphorical image of Thor and a cockroach to illustrate the 'disappearing' bull case.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose ContradictionLoop · Analogy1 hit
12
Includes a table snippet of agent data and a map graphic showing Silestone's agent count.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose Contradiction1 hit
14
Includes a table showing specifications of 'Pure White' product from an Australian website dated 2016, contradicting the 'new' narrative.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose Contradiction1 hit
15
Includes a footnote with a URL source and a page number.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
20
The slide uses a combination of narrative analysis and a supporting table to cast doubt on the validity of the company's financial disclosures.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
21
Includes a price list table, a line chart comparing 2015 vs 2016 prices, and a text block explaining revenue growth.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
22
The author uses the table to cast doubt on management's narrative regarding volume growth by pointing to forex impacts.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
25
The slide highlights the threat of low-cost IKEA alternatives to premium Caesarstone products.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
28
The text below the table argues that CSTE's maintenance capex should be similar to competitors due to shared machinery suppliers, but notes that it is not.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
31
The slide includes a red underline highlighting the 'Inmovilizado material' (PPE) line item for 2014.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller 1 hit
32
The slide uses a cash flow statement extract to highlight a discrepancy in capital expenditure, followed by a qualitative argument regarding maintenance costs and SEC scrutiny.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller 1 hit
34
Includes footnotes referencing external financial reports and prior research.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Loop · Mece Breakdown1 hit
35
The slide uses a 'back-testing' methodology against Australian data to validate the discrepancy in US revenue figures.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Loop · Mece Breakdown1 hit
01
Includes a satirical painting of monkeys (simians) engaged in human-like activities, likely mocking the company's business model.Quintis Limited (QIN) · Viceroy Research
Research note Short seller 1 hit
09
Includes a quote from Robert Maxwell and a specific excerpt from an accounting policy change.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
12
The slide uses three distinct callout boxes (Figures 9, 10, 11) to document a pattern of delayed payments and management's shifting explanations.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
13
The slide uses financial report excerpts to challenge the company's accounting treatment of land sales and receivables.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
14
The slide uses a series of figures (14-17) to build a case of financial misrepresentation regarding 'Beyond Carbon' investment fund receivables.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
18
Includes a specific table for estimated fund payouts by fiscal year.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
01
The slide functions as a cover/summary page for a short-seller report, outlining four key allegations against the company.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller 1 hit
05
Includes a map of the Clarion-Clipperton Fracture Zone Exploration Areas for Polymetallic Nodules.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
07
The slide uses a table to contrast company-reported data against regulatory records to prove financial misrepresentation.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
13
Includes a red-boxed callout highlighting allegations of systematic attacks on financials by major shareholders.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The Struggle1 hit