slides · global inventory
Expose Contradiction
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,114
Current window 661-690
Pages 38
Rows per page 30
Framework
661-690 of 1,114
08
Uses a comparison of two SEC filing excerpts to show how the company's narrative on competitors has evolved.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Call to AdventureLoop · Zoom In1 hit
14
The slide uses a 'before and after' comparison of disclosure language to highlight a change in business practice.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
54
Uses a side-by-side comparison of a permit document and a marketing slide to highlight a discrepancy.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
52
The slide uses two side-by-side charts from different investment banks to illustrate the contradiction.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
75
The slide uses financial ratios to expose a contradiction between the company's 'fab-lite' narrative and its actual cash flow efficiency.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
152
The slide uses a Q&A format to validate the thesis that the Urashima source is not superior to the Ushio source.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
187
The slide relies heavily on quotes from a former KLA executive to discredit Lasertec's technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
202
Uses a Q&A transcript format to provide primary source evidence.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
216
The slide uses a Q&A format to validate the claim that the TAM for these machines is limited.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
221
The slide uses a Q&A transcript format to validate the thesis that Lasertec's product is failing and losing customer trust.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
279
The slide uses direct quotes from industry experts to undermine the incumbent's market position.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
289
The slide uses a Q&A format to provide primary source evidence for an activist thesis.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
09
The slide uses a timeline and a document excerpt to highlight a discrepancy in financial reporting.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
11
The slide uses a table-like structure to map individuals to specific allegations of contradictory disclosures and questionable associations.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
15
Uses a chronological comparison to expose shifting corporate strategy.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
23
Uses red arrows and a question mark to visually highlight the discrepancies between the two corporate filings.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
29
Uses a red callout to highlight a discrepancy in the company's press release regarding project locations.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller 1 hit
31
Uses a table to compare R&D spending/margins against peers and highlights the shift in language in 10-K filings.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
34
The slide uses a table format to contrast historical negative commentary with recent optimism, framing it as a pattern of management failure.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Zoom In1 hit
17
Uses a 'bull case vs reality' framing to expose a contradiction in the company's narrative.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
169
The slide uses a 'villain/contradiction' framing to undermine the credibility of a key customer relationship.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
172
Uses direct quotes to frame Ginkgo's strategic moves as reactive to Zymergen's failure.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
47
The slide uses direct quotes from two different medical professionals to highlight a pattern of disregard for safety protocols.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The Struggle1 hit
81
The slide uses a direct quote from a scientific paper to undermine the viability of the drug candidate mentioned in the lower text block.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
202
The slide explicitly frames the narrative as a potential cover-up, contrasting patient statements with official physician office clarifications.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
220
The slide uses a critical tone to re-evaluate clinical trial data, highlighting the gap between statistical results and clinical meaningfulness.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
25
The slide uses yellow highlighting to emphasize key accusations within the quotes.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Struggle to Overcome Technical Challenges1 hit
72
Uses direct quotes and screenshots from UMD and L3-Harris websites to establish the contradiction.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 1 hit
112
The slide uses direct quotes from a quantum computing expert to undermine the reliability of the subject's technology.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Loop · Iceberg1 hit
26
The slide uses a quote from a competition to expose a contradiction in TFS's marketing claims.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit