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Villain Naming
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The slide uses a narrative structure to undermine the credibility of the founders by linking past behavior to current concerns at Tempus AI.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
15
The slide uses a 'villain critique' narrative style to link specific individuals to repeated patterns of financial misconduct.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
23
Uses red underlining to draw attention to specific incriminating text segments.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
36
The slide uses a 'guilt by association' narrative structure, common in activist short reports.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
72
Uses red boxes and arrows to visually connect the reduction in share counts for specific entities.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
181
Activist-style quote slide with bolded/highlighted excerpts emphasizing customer dissatisfaction. Source line: 'Scorpion Capital consultation calls with experts'. Page number 181 visible bottom right.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
208
Activist quote slide with highlighted phrases emphasizing customer reliance on competitor tools. Source: Scorpion Capital consultation calls with experts. Page number 208 visible bottom right.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
54
Magazine-style page; Box 2.6 highlights concentration of AI power in a small set of Big Tech firms and founders. Photo credit: Michael Dziedzic / Unsplash.Global Risks Report 2024 · World Economic Forum
Consulting deck Academic / think tank Beat · Solution (Provide relief)1 hit
15
Text-only research-note layout: top-left page folio '15', top-right Grizzly Reports logo, body paragraphs followed by an orange section headline and two indented Chinese-language excerpts paired with English translations.New Age Beverage Corp. (NBEV) · Grizzly Reports
Research note Short seller Beat · Agitate1 hit
47
Quotes from Michael Johnson (CEO) and John DeSimone (CFO) presented as evidence of materially false statements; footnotes cite earnings calls and investor day from 2013-2014.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit