slides · global inventory
Contrarian Investing
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The slide uses a contrarian argument, suggesting that widespread media hype is a bearish indicator.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a contrarian investment thesis, framing the high short interest as a signal for a potential price rebound.Snap Inc. (SNAP) · Citron Research
Research note Short seller Beat · Situation & Context1 hit
05
The slide uses a collection of speech bubbles to aggregate negative sentiment, followed by a Bloomberg-style chart showing the decline in short interest.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
04
The slide uses anecdotes from sports (NBA) and finance (Warren Buffett, Howard Marks, Seth Klarman) to illustrate business philosophy.Sam Hinkies Resignation Memo · sam-hinkies-resignation-memo
Document Independent analyst Beat · Current Reality (Pain)1 hit