Matching slides 2,176
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Framework: Authority Citationclear collectionreset all

Framework

871-900 of 2,176

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The slide uses a direct excerpt from a financial report to substantiate a claim about transaction structure.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
03
This is a text-heavy slide from an activist investor letter proposing a corporate breakup (RemainCo vs SpinCo) and citing Marathon Petroleum as a precedent.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Mece Breakdown1 hit
28
The slide uses a dark, stormy background to emphasize the 'legal limbo' and negative nature of the content.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
31
The slide uses authority citation to bolster the credibility of the presenter's claims.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
03
The slide uses a 'precedent' argument to validate the activist's proposed board changes.National Health Investors, Inc. (NHI) · Jonathan Litt
Shareholder letter Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
15
Uses authority-citation to validate the thesis of robust demand.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Beat · Competition1 hit
21
Slide 21 of the deck.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor 1 hit
26
Includes a line chart showing stock performance over 18 years.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Loop · Cost Of Inaction1 hit
06
Uses news headlines as evidence of market sentiment and activist activity.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor Beat · Cite Precedent1 hit
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The slide uses a quote as an authority citation to validate the thesis that emerging brands are the future tenants for Class A malls.Taubman Centers, Inc. (TCO) · Land and Buildings
Activist deck Activist investor 1 hit
07
This is a page from a legal court document (Case 2:14-cv-02592-CCC-JBC).Burford Capital (BUR) · Carson C. Block
Research note Short seller 1 hit
12
Legal document (court order) used as a precedent or evidence of a settled dispute.Burford Capital (BUR) · Carson C. Block
Research note Short seller 1 hit
07
The slide uses expert testimony to argue that the company's growth strategy relies on low-loyalty customers, creating a churn-heavy business model.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Critique of EHTH's Business PracticesLoop · Zoom In1 hit
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The text describes a specific legal case involving PRC Contract Law, specifically referencing Article 67.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
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Slide 1
This is a short-seller research report by Muddy Waters LLC. It uses the Olympus scandal as a precedent for corporate fraud.Focus Media Holding Ltd. (FMCN) · Carson Block
Research note Short seller Beat · The Call1 hit
05
This slide functions as a 'villain critique' or 'preempt_rebuttal' by Muddy Waters, using an external expert to validate their thesis.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller Beat · Problem & ComplicationLoop · The Reveal1 hit
13
The slide uses an expert witness's own testimony to frame the potential damage, effectively using their own source against them.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller Beat · Evidence & ProofLoop · The Reveal1 hit
22
The slide functions as a legal brief excerpt, using specific contract clauses and numerical projections to argue against ambiguity.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller 1 hit
05
The slide uses a quote from Kenneth Lay (Enron) to frame the argument against Olam's reliance on E&Y.Olam International (OLAM) · Muddy Waters
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
32
Uses expert/former employee testimony to undermine management's technical credibility.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
33
Uses expert/insider testimony to undermine the company's technological moat.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
36
Uses expert/insider testimony to undermine the company's strategic pivot.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
03
The slide uses a 'precedent' strategy to establish credibility and frame the current Kao Corp engagement as a continuation of a successful track record.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
08
Uses a grid of pull-quotes to establish external validation for the activist's thesis.Kao Corporation (4452) · Oasis
Activist deck Activist investor Loop · Logic Chain1 hit
03
Includes logos and press clippings as social proof.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Hook1 hit
52
The slide uses a grid of four pull-quotes from various financial institutions to highlight negative or cautious market sentiment.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Propose Solution1 hit
05
The slide highlights both the firm's general strategy and specific case studies of successful activism.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures1 hit
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Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures1 hit
27
Uses a news clipping as a primary source of evidence to frame the board's actions as a 'sideshow' and 'broken culture'.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
53
The slide uses testimonials to highlight management's failure to deliver on promises and the resulting loss of investor confidence.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit