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Fraud Exposure
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,793
Current window 6,361-6,390
Pages 227
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Framework
6,361-6,390 of 6,793
02
This is a page from a shareholder letter by Bluebell Capital Partners criticizing BP's management.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
06
The slide uses a quote-based critique to frame BP's management as opaque and failing to meet targets.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Villain Critique1 hit
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The slide uses a network graph to visualize the connection between ad titles, landing pages, and related entities, contrasting them with 'legitimate advertisers'.Qutoutiao, Inc. (QTT) · 60_Wolfpack_Research
Research note Short seller 1 hit
10
The slide uses a 'fraud-exposure' framework to highlight discrepancies between public filings and private credit reports.Qutoutiao, Inc. (QTT) · 60_Wolfpack_Research
Research note Short seller 1 hit
21
The slide uses a network graph to visualize the concentration of ad traffic, highlighting the 'abnormal' nature of QTT's ecosystem compared to a control group.Qutoutiao, Inc. (QTT) · 60_Wolfpack_Research
Research note Short seller 1 hit
02
This slide uses rhetorical questions and hypothetical scenarios to highlight perceived double standards in SEC enforcement.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
05
The slide uses a direct comparison of two official documents to point out a reporting discrepancy.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
06
This is a text-heavy slide presenting a forensic accounting critique of Lehman Brothers' financial reporting.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
07
The slide uses a table to expose a contradiction in financial reporting, specifically questioning the valuation of Level 3 assets.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
09
This slide appears to be part of a larger investigative presentation or report regarding Lehman Brothers' financial health prior to its collapse.Lehman Brothers (LEH) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
16
The slide uses a combination of a line chart for refining opex and a bar chart for midstream growth to highlight operational failures.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
02
This is a classic 'short thesis' document, specifically highlighting accounting irregularities and valuation discrepancies.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
05
This slide functions as a narrative rebuttal to management's claims, highlighting inconsistencies in their public statements and their association with Lanny Davis.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
08
The slide uses direct quotes from ASR 113 and a white paper to demonstrate factual inaccuracies in the latter.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
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The slide uses a specific case study (Velocita) to challenge management's credibility and valuation practices.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
15
The slide uses specific examples to challenge Allied's valuation methodology.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
17
This is a page from a research note/investor letter by Greenlight Capital regarding Allied Capital.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
20
The slide highlights a discrepancy between Allied's stated valuation methods and Greenlight's assessment of appropriate GAAP-compliant accounting.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
21
This is a page from a research note (likely a short-seller report) detailing accounting and valuation concerns.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
22
This is a page from a research note by Greenlight Capital regarding Allied Capital (ALD).Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
51
Uses a bar chart to show Huntsman's SG&A ratio compared to peers, highlighting the discrepancy in peer selection.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
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Uses a visual flow diagram to highlight the discrepancy between official proxy peers and the peers used for SG&A analysis.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
58
Uses a screenshot of a competitor's presentation to highlight the 'arbitrary' nature of their data selection.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
90
The slide uses a checkmark/cross matrix to highlight the lack of consistency in peer selection.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
04
The slide argues that Autodesk's valuation discount is a result of poor performance and governance issues, specifically citing misleading billings practices.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
03
The slide uses a grid of headshots to visualize the high turnover rate in CFO, CTO, and Head of Sales roles.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 1 hit
16
Uses a 'P&G Spin' vs 'Reality' structure to frame the argument.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
01
This is a classic short-seller research note designed to frame a company as a fraud (Enron comparison).Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller Beat · Hook1 hit
03
This is a page from a Citron Research short report on Valeant Pharmaceuticals.Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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Includes red annotations circling phone numbers and drawing a connection between two contact blocks.Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit