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 721-750
Pages 38
Rows per page 30
Framework
721-750 of 1,114
09
The slide uses a 'Ng vs. Our comment' structure to systematically dismantle the counterparty's claims.AGBA Group (AGBA) · White Diamond Research
Research note Short seller 1 hit
13
The slide uses a screenshot of a company presentation to frame a contradiction, then provides a textual rebuttal based on study methodology.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Agitate (Make it worse)1 hit
16
The slide uses quotes from management (Reichling, Mehren) to demonstrate a deterioration in business metrics over time, specifically comparing Q2 2018 and Q2 2019 expectations.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller 1 hit
07
The slide uses a compensation table to establish the importance of the metric, then a quarterly breakdown to expose the calculation delta.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
04
Includes a direct quote from the CEO to expose a contradiction regarding REE concentration levels.Ramaco Resources, Inc. (METC) · Wolfpack Research
Research note Short seller Beat · Villain CritiqueLoop · Zoom In1 hit
13
This is a page from a research report (Page 13 of 23). It uses a 'preempt_rebuttal' and 'expose_contradiction' approach to dismantle QTT's defense of its loyalty program.Qutoutiao, Inc. (QTT) · Wolfpack Research
Research note Short seller 1 hit
10
This is a research note page from Wolfpack Research, likely part of a short-seller report.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller Loop · Logic Chain1 hit
17
The slide uses a screenshot of a company's own investor presentation to highlight their reliance on the Brazilian market, which the author then critiques.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller Loop · Aha Moment1 hit
25
The slide uses a 'fraud-exposure' or 'expose_contradiction' narrative style to undermine the credibility of SGH's management and business model.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller 1 hit
06
Includes a map showing 350-meter distance between facilities and a table showing Q4 2024 Y/Y growth turning negative.UFP Technologies, Inc. (UFPT) · Wolfpack Research
Research note Short seller Loop · Cost Of Inaction1 hit
09
The slide uses a 'quote-rebuttal' format to systematically dismantle the credibility of the subject's claims.authID Inc. (AUID) · 61_White_Diamond_Research
Research note Short seller 1 hit
04
The slide uses visual evidence to highlight product similarity.GreenPower Motor Company (GP) · 61_White_Diamond_Research
Research note Short seller Beat · The Monster1 hit
02
The slide uses a 'compare and contrast' rhetorical strategy to undermine the credibility of PLSE's technology by highlighting a more favorable endorsement given to a competitor by a shared consultant.Pulse Biosciences (PLSE) · White Diamond Research
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
57
The slide uses a 'he-said, she-said' structure to frame the company's NOP service as a potential antitrust issue.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
122
The slide uses a Q&A transcript format to substantiate claims of industry-wide corruption and ongoing investigations.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
131
The slide uses a Q&A transcript format to highlight a competitor's critique of the subject company's business model.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
187
The slide uses a direct quote from a surgeon to highlight a perceived contradiction in the company's marketing claims.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
194
The slide uses direct quotes from a former executive to highlight perceived operational failures and poor talent quality at TransMedics.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
213
The slide uses a Q&A format to present expert testimony regarding TransMedics' NOP (National Organ Procurement) operations.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
232
The slide uses a Q&A format to highlight a potential conflict of interest or operational risk regarding TransMedics' NOP service.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
290
The slide uses a Q&A format to highlight the perceived lack of value proposition for the OCS Lung product.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
45
Uses a screenshot of a Wikipedia entry as primary evidence to debunk the novelty of the subject's technology.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Aha Moment1 hit
49
Uses a press release excerpt to undermine the uniqueness of the target company's IP.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Aha Moment1 hit
78
The slide uses a Q&A format to highlight a contradiction between the company's claims and the operational reality described by a former employee.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
79
The slide uses a Q&A format to highlight negative expert sentiment regarding the company's financial health.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
120
The slide uses direct quotes from 10K filings to demonstrate a shift in how R&D is described, specifically highlighting the move from 'dedicated' to 'engaged in engineering and R&D'.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
149
The slide uses a Q&A format to highlight negative feedback from a customer.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
165
The slide uses a Q&A format to validate the thesis that Twist is losing market share due to quality/consistency issues.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
175
The slide uses quotes from former employees to undermine the company's growth narrative.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
185
The slide uses a red box to highlight the specific data point (Sales -60%) that contradicts the company's narrative.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit