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slides · global inventory

Antagonist Introduction

Framework collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 1,369
Current window 331-360
Pages 46
Rows per page 30
Framework: Antagonist Introductionclear collectionreset all
18 30 60

Framework

331-360 of 1,369

filter-aware
06
The slide uses a combination of a quote, bulleted list, and a table to establish a negative association between the target company and a controversial figure/entity.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Complication1 hit
33
The slide uses red flag icons to emphasize negative strategic outcomes for the subject company (Ballard).Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
58
Uses a bar chart to show a downward trend in insider ownership over time.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
35
The slide uses a table to list executives and their backgrounds to support the 'Ivory Tower' narrative.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
17
The slide uses a 'villain' framing by highlighting the age and operational risks of the company's core assets to undermine its valuation.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
18
The slide uses a 'villain' framing by highlighting safety failures to justify a lower valuation multiple.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
10
Uses a 'villain' or 'contrarian' framing to discredit market sentiment.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
15
The slide uses a 'villain' framing technique by mocking a public figure's past investment advice.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
30
Uses a 'villain' framing by suggesting IRBT is withholding information from investors.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
37
The slide uses a circular diagram with a question mark to imply a lack of clear leadership structure or strategy.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
12
Uses external quotes from BofA Securities and industry experts to validate the thesis.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
15
Includes a testimonial from an industry professional and references to CEO Chris Kemp's statements.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
17
The slide uses a 'villain_critique' approach to frame Astra's management decisions as desperate and strategically flawed.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
08
The slide uses expert testimony (former JPL physicist, former SpaceX engineer) to undermine the company's technical claims.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
09
Includes a testimonial/quote from a former OneWeb engineer to bolster the critique.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
12
The slide uses a quote from a former employee to undermine the company's reliance on SpaceX's Starship.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
01
Slide 1
This is a classic activist short-seller research note cover page.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller 1 hit
11
The slide uses a screenshot of a YouTube video to frame the subject as a villain.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Struggle (Citron Research's investigation)1 hit
08
This slide is part of a short-selling research note by Kerrisdale Capital, focusing on the lack of business fundamentals in TMTG.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
09
The slide uses a 'villain_critique' approach to undermine the credibility of the company's management team disclosure.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
01
Slide 1
This is a classic short-seller research note cover/summary page.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller 1 hit
09
The slide contrasts past leadership failures with current leadership's forward-looking statements.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Solution (Provide relief)1 hit
11
The slide uses a quote from Aurora's CEO to frame their strategy as a 'quagmire' compared to the industry trend toward end-to-end models.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
03
The slide uses a narrative-driven structure to dismantle the bull case for CoreWeave by framing it as a 'stopgap' rather than a strategic partner.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
08
The slide combines financial analysis of share lock-ups with qualitative 'expert' criticism of the company's management and technical readiness.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
09
The slide uses a quote from a former NRC Commissioner to frame the management team as inexperienced 'Nuke Bros'.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
04
Includes a specific example of a competitor's (ProForm) aggressive pricing strategy to illustrate market saturation.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
08
The slide uses a 'villain' framing to attack the CEO's integrity and management practices.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
09
The slide uses a quote from a former AWS architect to undermine the company's strategic narrative.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
22
The slide uses a skeptical tone to dismantle the 'hyperscaler software' narrative, highlighting the lack of transparency in the Meta deal and questioning the long-term viability of the QLC-based strategy.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit