slides · global inventory
Causal Chain
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,586
Current window 661-690
Pages 53
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Framework
661-690 of 1,586
08
Uses a 'before-after' or 'causal-chain' logic to link specific corporate actions to stock price movements.DoubleVerify Holdings, Inc. (DV) · Spruce Point Capital Management
Activist deck Short seller Beat · Setup & Stakes1 hit
118
Uses a flow diagram to illustrate the circular nature of the transaction.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
10
Uses a vertical arrow graphic to represent a progression of problems.TaskUs, Inc. (TASK) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
13
Uses a vertical timeline structure with red arrows indicating the 'reality' check against the initial claims.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Agitation1 hit
67
The slide uses a combination of bar charts and trend lines to argue that revenue growth is structurally declining.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
91
Uses a simple additive equation visual (A + B = C) to compare pre-acquisition headcount to post-acquisition headcount.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
99
Uses a bridge-style calculation to isolate Smart2Pay revenue from Nuvei's consolidated figures.Nuvei Corp (NVEI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
07
The slide uses a correlation argument between marketing agency engagement and stock performance.e.l.f. Beauty, Inc. (ELF) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
34
The slide uses a custom step-chart to illustrate the cumulative impact of various financial factors over time.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
35
Uses a causal chain diagram to illustrate the link between ESSER funding expiration and job losses.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
37
Includes a red circle annotation around the third point and a green starburst graphic for emphasis.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
17
The slide uses a red dashed box to highlight the period of interest (2022-1H24) and a corresponding red callout box to summarize the thesis.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
18
The slide uses a dual-axis chart to illustrate the inverse relationship between underwriting risk (Combined Ratio) and growth (DWP), suggesting a future period of reduced growth.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · EvidenceLoop · Pattern Hunter1 hit
13
Uses a causal chain framework to link financial metrics to a conclusion of excess inventory.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
81
Uses a causal chain framework to link operational metrics to a conclusion of excess inventory.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
29
Highlights 2024 data in red to emphasize increasing intensity.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
80
Uses a combination of direct quotes from company filings/calls and a causal logic flow to build the bear case.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
27
The table highlights a shift from high deal velocity (2000-2014) to low velocity (2021-2022).Essential Utilities, Inc. (WTRG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
62
Uses accounting equation diagrams to illustrate the impact of financial manipulation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
145
Uses expert testimony to undermine company narrative.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Testimonials from Customers and Former Employees1 hit
49
Includes a process diagram showing the progression from hERG block to Torsades de Pointes.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
179
The slide uses a 'back-of-the-envelope' calculation to argue that reported adverse events are undercounted.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
61
Uses accounting equations to demonstrate the ripple effect of financial manipulation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
44
The slide uses a circular flow diagram to illustrate a potential round-robin financial arrangement.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
24
The slide uses a combination of medical argumentation and cited conclusions to build a case against a specific treatment protocol.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
46
The slide uses a causal chain argument to refute a competitor's (Soleno) mechanism of action.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
105
The slide uses a direct comparison of drug mechanisms to challenge the target company's safety claims.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
133
The slide highlights that GH induces insulin resistance while DCCR blocks insulin release, creating a synergistic risk for hyperglycemia.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
143
The slide uses a causal chain structure to explain the side effect.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
144
The slide uses a medical illustration to show the impact of fluid retention on heart chambers (diastolic vs systolic).Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit