slides · global inventory
Villain Critique
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 90
Current window 31-60
Pages 3
Rows per page 30
Framework
31-60 of 90
71
The slide uses a 'villain' narrative framing (breaking the law, endangering lives) to contrast with financial performance.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
15
The slide uses a 'villain critique' style to undermine the company's core value proposition by citing public sentiment.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
05
The slide uses a 'villain critique' approach by highlighting specific failures in Ballard's China partnerships and market infrastructure.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
32
The slide uses a table to systematically dismantle the company's growth narrative.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
08
The slide uses a list-based argument structure to systematically dismantle the investment thesis for Intuit's recent M&A and core business segments.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller 1 hit
26
The slide uses a 'villain critique' approach to undermine the company's core value proposition (AI and device tech).iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
02
This is a classic short-seller research note page focusing on 'villain' critique and fundamental business failure.Ramaco Resources, Inc. (METC) · Wolfpack Research
Research note Short seller 1 hit
15
The slide uses a 'villain critique' style to frame corporate history as a series of failures.Innodata, Inc. (INOD) · Wolfpack Research
Research note Short seller Beat · Appendix Disclosure1 hit
01
The slide uses a 'villain critique' approach to frame the company's drug candidate as a failure, drawing parallels to a previous market failure (Aprea).PMV Pharmaceuticals (PMVP) · Wolfpack Research
Research note Short seller Loop · Cost Of Inaction1 hit
12
The slide uses a confrontational tone to expose a perceived lack of product differentiation.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
36
The slide uses a 'villain critique' style to undermine the value proposition of the BLI machine through expert testimony.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
42
The slide uses a 'villain critique' style to highlight product failure and user friction.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
50
The slide uses a 'villain critique' style to highlight the failure of the product to achieve operational status within a major pharma account.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
60
The slide uses a 'villain critique' style to undermine the value proposition of the Berkeley Lights platform.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
80
The slide uses a Q&A format to systematically dismantle the value proposition of the Berkeley Lights (BLI) platform.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Testimonials from Customers and Former Employees1 hit
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 Inaction1 hit
10
The slide uses a comparative line chart to frame Archer as significantly behind Joby, using the 'Nikola' comparison to imply fraudulent or misleading claims.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
13
The slide uses a 'villain critique' style to undermine the company's marketing claims.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Monster1 hit
77
The slide uses a 'villain critique' approach by leveraging a peer's own research to undermine the target's (Bioprojet/pitolisant) technology.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
82
The slide uses a 'villain critique' style to undermine the target drug (pitolisant) by associating it with failed industry-wide efforts.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
20
The slide uses multiple expert quotes to undermine the company's financial projections and business model sustainability.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
80
Uses expert testimony to frame the company's core technology as a liability.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Victory1 hit
10
The slide uses a 'villain_critique' approach to undermine the company's clinical claims and market potential.Pulse Biosciences (PLSE) · White Diamond Research
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
25
Includes a quote from a competitor CTO and two charts comparing enterprise storage market share vs. AFA market share.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
304
The slide uses a 'villain_critique' structure to undermine a competitor's clinical trial results by citing an expert's negative testimony.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
15
The slide uses expert testimony and industry comparisons to frame Lasertec's product as inferior to ASML's technology.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Aha Moment1 hit
22
The slide uses expert testimony to frame Lasertec's technical roadmap as a failure, specifically highlighting the inadequacy of their R&D investment compared to ASML/Cymer.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
48
The slide uses expert testimony and customer sentiment to build a bearish case against Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Victory1 hit
275
The slide uses a 'villain critique' style to highlight negative sentiment from industry insiders regarding TransMedics.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
318
The slide uses a combination of cost comparison and technical diagrams to argue for the obsolescence of the subject company's core product.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit