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Framework: Before After Framingclear collectionreset all

Framework

1,291-1,320 of 3,642

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Uses before-after comparison of corporate messaging and press releases to demonstrate a weakening value proposition.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Call to AdventureLoop · Zoom In1 hit
28
Uses a 'before-after' comparison structure to highlight a contradiction in company narrative.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
59
The slide uses a 'before-after' comparison of website content to suggest a lack of transparency or a pivot in corporate narrative.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
71
Uses a before-after framing to contrast management's 'clear path' narrative with the actual market outcome.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
30
Uses red lines to visually connect the 2018 metrics to the lower 2024 metrics in the text block.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
17
The slide uses a 'before-after' framing to contrast past promises with current reality.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
22
Uses a before-after framing to contrast corporate messaging with public sentiment.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
05
The slide uses a 'before-after' style narrative to validate the firm's track record.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Situation & ContextLoop · Precedent1 hit
18
Uses a red arrow to visually link the 2022A projection to the 2026 guidance, highlighting the discrepancy.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Solution & ApproachLoop · Pattern Hunter1 hit
20
The slide uses a 'before-after' style comparison to expose accounting adjustments that inflate cash flow metrics.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Solution & ApproachLoop · Pattern Hunter1 hit
14
The slide uses a timeline diagram to illustrate the reduction in time-to-result for blood culture testing.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Agitate (Make it worse)1 hit
01
Slide 1
Includes a visual comparison between a medical diagram and a photo of a surgical scar.Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The Monster1 hit
17
Investigative short-seller style narrative page (Page 17 of 33). Mixes long-form prose, an evidentiary photo, a callout annotation, and footnoted citations to EH SEC filings.EHang Holdings, Ltd. (EH) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction1 hit
18
The slide uses a 'before/after' narrative structure to highlight a strategic pivot forced by external regulatory pressure.SMART Global Holdings, Inc. (SGH) · Wolfpack Research
Research note Short seller Loop · Aha Moment1 hit
08
Methodology relies on LA County inspection data, Zillow home values, and expert interviews regarding insurance coverage endorsements.Mercury General Corporation (MCY) · Wolfpack Research
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
10
The slide illustrates that the FFAI vehicle is nearly identical to the Wey Gaoshan, suggesting FFAI lacked the scale to request custom modifications.Faraday Future Intelligent Electric Inc. (FFAI) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
14
The slide uses a before-after comparison to debunk the 'Amazon risk' narrative by showing that superstores grew alongside Amazon.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor Beat · AgitateLoop · Before After1 hit
04
The slide uses a 'before-after' style comparison across multiple time periods to highlight broken promises.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
135
The slide uses a 'before-after' logic to expose a flaw in regulatory reliance on single-dose data. The red box highlights the critical 'Upper limit TQT' values in the corrected table.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
16
Uses a before-after bridge to illustrate the impact of accounting adjustments on segment EBITDA contribution.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
17
The slide uses a before-after visual to demonstrate how accounting adjustments shift the perceived value contribution of McDonald's business segments.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
26
The slide uses a before-and-after visual structure to explain the corporate restructuring proposal.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
20
The slide uses a before-and-after adjustment to reclassify EBITDA, highlighting the underlying value of the brand versus company-operated restaurants.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
07
Includes Google Maps screenshots, historical aerial imagery comparison, building permit records, and tax assessment data.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction1 hit
10
Uses Google Street View and investigator photos to document property state.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction1 hit
19
The slide uses visual evidence to document site progress between December 2019 and March 2020.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction1 hit
42
Includes a bear logo in the top right corner.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction1 hit
46
Includes a bear logo in the top right corner.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction1 hit
56
Uses visual evidence to contradict potential claims of facility expansion or alteration.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction1 hit
104
The seesaw diagram is a visual metaphor for the mechanism of action and its unintended side effects.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit