slides · global inventory
Causal Chain
Framework collection for the active corpus filters, with each row opening the slide detail view.
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Framework
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Includes a direct interview transcript as evidence of the business model's dependency.Goosehead Insurance, Inc. (GSHD) · Wolfpack Research
Research note Short seller Loop · Cost Of Inaction1 hit
12
The chart illustrates the inverse relationship between revenue growth and net income, highlighting the structural issue.Innodata, Inc. (INOD) · Wolfpack Research
Research note Short seller Beat · Thesis Headline1 hit
29
Page 29 of 33. Table evidences a related-party financing scheme; Chinese-language screenshots paired with English translations of Plaintiff, Cause, Court, and Defendant fields.EHang Holdings, Ltd. (EH) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction1 hit
16
The slide uses dual-axis charts to correlate revenue with profitability metrics to support a bearish thesis on SGH.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller Loop · Aha Moment1 hit
16
The diagram illustrates the mechanism of p53 activation and its downstream effects (repair vs. apoptosis) to maintain cellular stability.PMV Pharmaceuticals (PMVP) · Wolfpack Research
Research note Short seller Beat · The Victory1 hit
23
The slide uses a causal chain at the bottom to suggest that operational efficiency leads to better service, which in turn drives volume and pricing.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The CallLoop · Cost Of Inaction1 hit
36
The slide uses a causal chain framework to link operational failures to shareholder dilution.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The Call1 hit
73
The slide uses a process diagram to highlight the board's stubbornness in the face of poor company performance.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor Beat · The VictoryLoop · Quick Win Big Bet1 hit
103
The slide uses a process-like flow to show the progression from goal setting to acquisition-driven best practices to final achievement.Canadian Pacific Railway (CP) · William Ackman
Activist deck Activist investor 1 hit
18
The chart uses red bars to indicate years under economic recession.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · The BreakthroughLoop · Why Now1 hit
36
The slide uses a clear 'not X, but Y' framing to isolate the actual drivers of failure.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate AchievementLoop · Cost Of Inaction1 hit
07
The chart uses shaded regions to denote recessionary periods, suggesting a correlation between economic downturns and dollar store market share growth.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
36
The slide uses a line chart to correlate specific corporate events with stock price volatility.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
14
The slide uses a simple process-flow diagram to show how specific asset characteristics lead to the conclusion of a high-quality business.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor 1 hit
27
The slide uses a causal chain to explain the bankruptcy, highlighting the impact of off-balance-sheet consolidation.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
68
The slide uses a visual hierarchy to explain the MLM commission structure.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
78
The chart illustrates the 'Income through Team Building' curve as exponential, contrasting it with the 'Income through Customers' curve which is shown as flattening.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
83
The slide uses a hub-and-spoke style diagram to visualize the fragmentation of revenue into various named bonuses, likely to critique the complexity or multi-level marketing nature of the compensation plan.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
174
This slide is part of an activist presentation critiquing Herbalife's business model.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
319
This slide uses a simple causal chain or formulaic logic to frame the scale of the problem.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor 1 hit
42
The slide uses a dual-column process flow to explain the self-correcting mechanism of the Hong Kong currency board.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
69
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
81
The chart uses an inverted Y-axis for the HKD exchange rate to visually demonstrate the correlation with housing prices.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
99
The slide uses a line chart to demonstrate that despite multiple regulatory interventions (stamp duties, LTV caps), the price index continued to trend upward.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
41
The slide uses a callout box to highlight the key takeaway that inventory declines exceed sales declines.Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · DesireLoop · Quick Win Big Bet1 hit
10
Includes a bear icon, likely representing a short-seller thesis.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
153
The slide uses a combination of medical argumentation and cited research conclusions to highlight the risks of a specific drug regimen.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
38
The slide uses a bridge-like logic to compare standalone vs combined FCF.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
45
Uses a simple additive model to demonstrate accretion.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
46
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit