Matching slides 96,741
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2,701-2,730 of 96,741

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The slide uses direct quotes from press releases and SEC filings to expose inconsistencies in how the transaction was described.B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Loop · Logic Chain3 hits
30
The slide reconciles reported EBITDA with Pro Forma EBITDA by adding back specific one-time costs.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 3 hits
20
The slide contrasts management's conservative $100mm estimate with a theoretical $230mm contribution margin, concluding the actual value lies between them.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · The BreakthroughLoop · Quick Win Big Bet3 hits
11
The slide uses a callout box to emphasize the long-term nature of the lease portfolio.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor 3 hits
57
Includes detailed footnotes explaining adjustments for debt, cash, and other assets.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)3 hits
60
The slide uses a peer benchmark (CB Richard Ellis) to justify the valuation multiple range.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)3 hits
29
The slide uses a 'villain critique' approach to undermine the company's credibility by comparing it to a past failed venture (Versatile Systems).GreenPower Motor Company (GP) · White Diamond Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
34
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution3 hits
08
Includes direct excerpts from CSRC inquiries translated into English.Playtika Holding Corp. (PLTK) · Grizzly Research
Research note Short seller Beat · Critique of villainLoop · Cost Of Inaction3 hits
10
The slide uses yellow callout boxes to emphasize negative board actions.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)3 hits
11
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem (Identify pain)3 hits
20
Uses a classic 'Reasons vs. Reality' framing to discredit the board's defensive arguments.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Agitate (Make it worse)3 hits
24
The chart uses a dual-line plot to show relative stock performance over a specific period.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Tale Two Worlds3 hits
19
The slide uses a Q&A format to frame the solution.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 3 hits
37
The slide uses a simple process-flow visual to show how current capital-intensive activities can be offloaded.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 3 hits
26
The slide details a corporate restructuring strategy involving a REIT spin-off/IPO.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof3 hits
27
The slide details a specific financial restructuring plan involving asset divestiture and debt repayment.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof3 hits
44
The slide uses a contrast-based structure to frame the status quo as a risk and the proposed transaction as the solution.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Impact & Next Steps3 hits
299
The slide presents a synthesis of expert commentary followed by verbatim Q&A excerpts highlighting the 'last resort' nature of the current service and the future growth thesis.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 3 hits
304
The slide uses direct quotes from surgeons to build a bearish case against the company (TransMedics/Waleed).TransMedics (TMDX) · Scorpion Capital
Research note Short seller 3 hits
308
The slide uses expert testimony to undermine the value proposition of TransMedics' portability.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 3 hits
334
The slide uses a combination of narrative summary and direct Q&A excerpts to build a case against the company's product claims.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 3 hits
342
The slide uses highlighted text to emphasize key allegations of non-reporting and unethical behavior.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 3 hits
41
Uses a 'villain' framing to demystify the company's technology as common industry practice.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Aha Moment3 hits
66
The slide uses aggressive, inflammatory language ('price junkies', 'crack den') to frame the competitor's business model as unsustainable.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Presentation of the thesis3 hits
115
Uses historical precedent of WorldCom fraud to frame current allegations against Twist.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 3 hits
117
The slide uses red circles and lines to draw attention to specific data points in the table that support the argument of suspicious R&D spending.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 3 hits
148
The slide uses a Q&A format to expose a contradiction between company marketing and customer experience.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 3 hits
217
The slide uses direct quotes from an Arizona Central article to build a case against the company's labor practices.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 3 hits
236
The slide uses a 'Pandora's Box' metaphor to frame the nominee's past as a source of hidden corruption.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 3 hits