slides · global inventory
Argument From Analogy
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 521
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Framework
301-330 of 521
70
Uses stock charts to highlight the gap between contract announcements and actual revenue generation.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
Uses WeWork as a precedent to explain the distinction between business operations and shareholder equity value in bankruptcy scenarios.AGBA Group (AGBA) · White Diamond Research
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
56
The slide uses the 3G Capital case study as a precedent to validate Valeant's management philosophy.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
15
Includes a stock chart of Aprea (APRE) showing a significant decline, used as a comparative precedent for the author's bearish thesis on PMV Pharma.PMV Pharmaceuticals (PMVP) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit
15
The slide uses a 'canary in the coal mine' metaphor to frame the comparison as a warning signal for investors.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
16
Uses the 'argument-from-analogy' framework to predict stock performance based on hardware resale value.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
02
The slide uses a comparative historical analogy (Seldane) to frame the current safety concerns as a 'tragedy in the making'.Harmony Biosciences (HRMY) · Kir Kahlon
Regulatory filing Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
32
Uses expert testimony to draw parallels between two companies to frame a short thesis.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
171
This is a thesis-driven slide used in an activist short report.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
28
The slide uses an extended metaphor (analogy) to frame the investment thesis.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
50
The slide builds a legal argument by analogy, citing the Total Energie case as a precedent for applying consumer protection law to corporate messaging.Accor SA (AC) · Grizzly Research
Research note Short seller Beat · Return with Elixir1 hit
06
The slide uses a 'villain' comparison (Nikola) and a precedent case study to undermine the company's credibility.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
07
Uses the AW609 as a precedent to cast doubt on Archer's timeline.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
291
Uses a 'McDonald's' analogy to frame a problem, likely related to a highly regulated or restricted industry.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
16
Uses historical precedent (Enron/Skilling and Insys) to frame current events at Harmony (HRMY) as a potential fraud or legal violation.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Monster1 hit
172
The slide uses a specific medical case study to establish a pattern of misdiagnosis and severity, linking it to the current subject (pitolisant).Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
90
Uses Q&A format to frame the critique as an expert interview.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 1 hit
14
The slide uses a comparative case study approach to suggest that Morinda faces similar risks to NHTC, which previously suffered a stock price collapse following a CCTV exposé.New Age Beverage Corp. (NBEV) · Grizzly Reports
Research note Short seller Beat · Agitate1 hit
15
Text-only research-note layout: top-left page folio '15', top-right Grizzly Reports logo, body paragraphs followed by an orange section headline and two indented Chinese-language excerpts paired with English translations.New Age Beverage Corp. (NBEV) · Grizzly Reports
Research note Short seller Beat · Agitate1 hit
14
The slide uses a comparative case study approach to suggest that Morinda faces similar risks to NHTC, which previously suffered a stock price collapse following a CCTV exposé.New Age Beverage Corp. (NBEV) · Grizzly Reports
Research note Short seller Beat · Villain Critique1 hit
19
Uses an analogy to frame the technical difficulty as an insurmountable or near-impossible engineering challenge.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technologyLoop · Aha Moment1 hit
57
Uses an analogy of a 200 mpg car to illustrate the gap between lab-scale testing and commercial viability.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
123
Uses expert quotes to frame the company's technical claims as a 'fraudulent narrative'.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology1 hit
47
The slide uses a 'short thesis' style argument, citing historical precedents like Timbercorp and Great Southern to support the valuation.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
07
The slide uses a direct quote to frame TransMedics as a failing company due to poor leadership and predatory behavior, drawing an analogy to Blackberry's decline.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Testimonials from Industry Experts1 hit
325
The slide uses a direct quote to frame the current market situation as overpriced and vulnerable to disruption, drawing an analogy to the Hepatitis C drug market.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
99
The slide uses a Q&A format to build a narrative of financial failure based on operational inefficiency.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
100
The slide uses a Q&A format to present an expert's critique of the company's business model.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
04
Includes a screenshot of a Chinese employment contract/furlough agreement as evidence of business impact.58.com Inc. (WUBA) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
15
Includes a table of auditor filings and a line/bar chart showing KHC stock price drop following an impairment announcement.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Preempt Rebuttal1 hit