Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
Pending
1

Slide type composition

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

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Slide collection

133,081-133,140 of 319,975

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01
Slide 1
Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
02
Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
03
The slide provides a snapshot of the company's market share, 2006 estimated financials, and valuation multiples.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
04
The slide uses a comparison table structure to contrast the three business units.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
05
The slide uses a callout box to highlight the recent price and a circle to annotate the peak price.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
06
The slide uses a dual-axis chart to correlate absolute EBITDA dollars with percentage margins.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
07
Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · Problem1 hit
08
Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · Problem1 hit
09
Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
10
The slide uses a 'sum-of-the-parts' valuation logic, arguing that the market is mispricing the company due to noise from non-core or transitional segments.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
11
Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
12
Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
13
Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
14
The slide uses a before-after comparison to debunk the 'Amazon risk' narrative by showing that superstores grew alongside Amazon.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · AgitateLoop · Before After1 hit
15
Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · AgitateLoop · Before After1 hit
16
Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · AgitateLoop · Before After1 hit
17
The slide uses a specific valuation adjustment to demonstrate that P/E ratios are misleading for this industry.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
18
Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
19
The slide uses a line chart to illustrate the divergence in performance between business units, justifying a rationalization strategy.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
20
Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
21
Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
22
Uses a metaphor of a 'Mini Mall' to describe internal business units.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
23
Includes a small calculation box for ROI.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
24
EBITDA is adjusted for non-cash asset impairment associated with store closures.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
25
The table calculates the 'Music Impact' and shows the adjusted SSS performance.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
26
Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
27
The table calculates ROIC for the first year of remodel activity, incorporating incremental sales, margin benefits, and net remodel costs.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
28
Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
29
Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
30
The slide reconciles reported EBITDA with Pro Forma EBITDA by adding back specific one-time costs.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
31
The slide uses a waterfall bridge to show the path from 2006E EBITDA to a 2008 projection.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
271
This appears to be a screenshot of an email correspondence, not a research slide.Accor SA (AC) · Grizzly Research
Research note Short seller 1 hit
272
Image file not accessible at /tmp/legacy-images/c06ee6912b0d/slides/272.jpg; could not inspect page.Accor SA (AC) · Grizzly Research
Research note Short seller 1 hit
273
Image file not accessible at /tmp/legacy-images/c06ee6912b0d/slides/273.jpg; could not inspect page.Accor SA (AC) · Grizzly Research
Research note Short seller 1 hit
274
This is a screenshot of an email thread, not a presentation slide.Accor SA (AC) · Grizzly Research
Research note Short seller 1 hit
275
Accor SA (AC)Accor SA (AC) · Grizzly Research
Research note Short seller 1 hit
276
Image file not accessible at /tmp/legacy-images/c06ee6912b0d/slides/276.jpg; could not inspect page.Accor SA (AC) · Grizzly Research
Research note Short seller 1 hit
277
The slide is a screenshot of an email thread, including promotional banners for the hotel.Accor SA (AC) · Grizzly Research
Research note Short seller 1 hit
278
Image file not accessible at /tmp/legacy-images/c06ee6912b0d/slides/278.jpg; could not inspect page.Accor SA (AC) · Grizzly Research
Research note Short seller 1 hit
01
Slide 1
The slide serves as an executive summary/cover page for a short-seller research report.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)1 hit
02
This slide serves as an executive summary or key findings page for a short-seller research report.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)1 hit
03
Sinch AB (SINCH)Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)1 hit
04
The slide uses a timeline diagram to visualize the company's acquisition strategy across two strategic pillars: Technology & Go To Market and Scale and Profitability.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Build Up1 hit
05
The chart shows a breakdown of Gross Profit and Adj EBITDA from 2016-2019, with a Q3 L12M column showing the impact of various acquisitions including Inteliquent.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Build Up1 hit
06
The slide highlights Inteliquent as a key revenue driver for Sinch, supported by historical revenue data and acquisition financial disclosures.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Build Up1 hit
07
Includes a bar chart of Americas revenue and a table comparing YoY growth between Americas and Non-USA segments.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Build Up1 hit
08
The slide uses a narrative structure to build a case against the company by citing specific regulatory actions and investigations.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
09
The slide highlights Inteliquent's disproportionate involvement in illegal robocall traffic compared to peers.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
10
The slide uses direct quotes from AG letters to quantify the scale of robocalls facilitated by Inteliquent.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
11
The slide uses a combination of legal precedent (class action excerpt) and crowdsourced data (YouMail, Scammer.Info) to build a case against the company.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
12
The slide uses three distinct tables to demonstrate the prevalence of scam-related reports associated with Sinch compared to Twilio, Peerless Network, and Telnyx.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
13
The slide uses external anecdotal evidence (Reddit, Scammer.Info, BBB) to build a case against the company's reputation.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
14
The slide uses individual testimonials to build a case for systemic abuse.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Voice Of Customer1 hit
15
The slide uses a case study approach to expose a company's lack of communication and failure to mitigate fraud.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Voice Of Customer1 hit
16
The slide uses quotes from a 'Demurrage report' to bolster the argument that Sinch is failing to address fraud.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Voice Of Customer1 hit
17
The slide uses a qualitative argument supported by LinkedIn SalesNavigator search data to frame Sinch as under-resourced in critical compliance functions compared to its peer, Twilio.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Capability Gap1 hit
18
The slide presents two bar charts: the top one compares Sinch and Twilio, while the bottom one expands the comparison to include Bandwidth Inc and Infobip.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Capability Gap1 hit
19
The slide uses a narrative-driven approach to frame Sinch's business model as complicit in fraud, contrasting it with industry standards and regulatory requirements like STIR/SHAKEN.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
20
The slide uses anecdotal evidence and statistical data to frame the problem of imposter scams.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
21
Sinch AB (SINCH)Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Solution (Provide relief)1 hit