slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,780
Current window 27,811-27,840
Pages 10,126
Rows per page 30
Component
27,811-27,840 of 303,780
02
This is a short-seller research note introduction.Danimer Scientific (DNMR) · Carson Block
Research note Short seller 2 hits
12
Uses a pop-culture reference (Chappelle's Show) to frame the critique of corporate management.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
14
This is a text-heavy research note page containing critical due diligence findings on Danimer Scientific (DNMR).Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Analogy2 hits
19
The slide discusses the limitations of compostable plastics in waste streams, the high cost of PHAs compared to PLA/traditional plastics, and the policy shift toward reduction and reuse.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Cost Of Inaction2 hits
12
The slide includes a table detailing SunStrong's materiality to HASI's loan balance and commercial receivables.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 2 hits
03
This is a page from a short-seller report (Muddy Waters) attacking Lemonade's security posture.Lemonade, Inc. (LMND) · Carson Block
Shareholder letter Short seller Beat · The Monster (Problem)Loop · The Reveal2 hits
05
This appears to be a page from a vulnerability disclosure report or a short-seller report exposing a security flaw.Lemonade, Inc. (LMND) · Carson Block
Shareholder letter Short seller Beat · The StruggleLoop · The Reveal2 hits
02
Uses an analogy of a locked door to describe the auditor's inability to access information.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Problem (Identify pain)2 hits
08
Uses direct quotes from former employees to substantiate the claim of fraudulent reporting.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
09
The slide uses a logo-grid to visually represent the 'claimed' customer base, which the activist report then attempts to debunk.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
16
The slide uses a narrative-heavy approach to expose potential fraud or misrepresentation.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
17
The slide uses a contrast-based approach to set up a later debunking of the claims.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
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The slide uses a 'villain' narrative by citing former employees to contradict company marketing claims.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
20
Uses whistleblower testimony to undermine company claims regarding ROI and technology efficacy.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
23
The slide uses a yellow highlight column to emphasize the 'Reality' figures compared to 'XL's Figure'.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
24
The slide uses a table to contrast company-provided figures with analyst estimates to highlight overstatement.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
28
The slide uses a stacked bar chart to visualize the 'hockey stick' growth projection, highlighting the reliance on future, non-existent products.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 2 hits
32
Uses expert/former employee testimony to undermine management's technical credibility.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 2 hits
33
Uses expert/insider testimony to undermine the company's technological moat.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 2 hits
34
The slide relies on anecdotal evidence from former employees to support the 'Weak Technology' thesis.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 2 hits
35
Uses quotes from anonymous sources to undermine the company's technical roadmap.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 2 hits
36
Uses expert/insider testimony to undermine the company's strategic pivot.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 2 hits
37
Uses a highlight on the quote to emphasize the 'co-op' nature of the hardware team.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 2 hits
41
Uses a screenshot of a ProPublica PPP loan database entry to cast doubt on the company's financial health or valuation.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 2 hits
42
The slide uses a regulatory argument to undermine the company's valuation, framing the company as incompetent ('The Gang That Couldn't Shoot Straight').XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 2 hits
50
Uses testimonial-style quotes from former employees to validate the competitive threat thesis.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Problem Statement2 hits
51
The slide uses a series of links to news articles to substantiate the claim that competitors are winning the business XL is targeting.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Problem Statement2 hits
53
The slide uses a series of quotes to undermine the company's growth projections.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Problem Statement2 hits
62
The slide uses a calculation table to derive implied PRC revenue and then transitions into a narrative critique of the 'Hello' app's legitimacy.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
68
The slide presents a forensic accounting argument by comparing third-party data against official company filings to highlight anomalies.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits