Matching slides 9,549
Current window 3,301-3,330
Pages 319
Rows per page 30
Loop: 01 Logic Chainclear collectionreset all

Loop

3,301-3,330 of 9,549

filter-aware
06
Uses a numbered list with flag icons to highlight specific areas of concern.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
07
Uses a numbered flag list to structure a chronological argument.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
08
This is a classic activist short thesis summary slide, highlighting both financial anomalies and governance/management concerns.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
09
The slide uses a dual-axis chart (share price and volume) overlaid with callout boxes to create a narrative of suspicious activity.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
10
Includes red annotations (arrows and a question mark flag) highlighting the removal of specific text.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
11
The slide uses direct quotes from legal discovery to demonstrate the analyst's willingness to ignore accounting fraud to maintain management relationships.Perion Network Ltd. (PERI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Logic Chain1 hit
06
Lightspeed Commerce, Inc. (LSPD)Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Logic Chain1 hit
07
The slide uses a vertical arrow structure to categorize evidence into pre-IPO inflation and post-IPO deterioration.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Logic Chain1 hit
08
Uses a vertical process flow to highlight three distinct areas of concern.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Logic Chain1 hit
09
Uses a vertical red arrow visual to connect three distinct areas of concern.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Logic Chain1 hit
10
The slide uses a vertical list of red callout boxes on the left to summarize the key arguments, which are then expanded upon in the main body text.Lightspeed Commerce, Inc. (LSPD) · Spruce Point Capital Management
Activist deck Short seller Beat · ComplicationLoop · Logic Chain1 hit
07
The slide uses a pie chart to segment bot users and a table to detail the relationship between student users and teacher/tutor IPs.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
08
Includes a scatter plot visualization of user join times relative to class start time, with specific callouts for burst events.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
09
The slide discusses methodology for identifying bots based on 'Precise Joiners', 'Burst' patterns, and 'GSX IP' addresses.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
10
The slide uses a pie chart to segment user behavior into bot categories, specifically highlighting the 'Early Joiner' segment.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
11
The slide presents a Q&A transcript between an interviewer and a former manager, alleging that GSX has operated a bot farm since 2015 to simulate student activity.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
12
The text describes a 'wash trading' or 'round-tripping' scheme where ad spend is converted into fake revenue via bot accounts.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
13
Includes a description of a 'brushing' model involving round-tripping RMB 1,000,000 for ad placements.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
14
Includes footnotes 8-11 and a table summarizing user distribution.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
15
Document appears to be a standard legal disclosure or registration form for a security interest.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
16
Document appears to be a page from a legal charge or security agreement prepared by Walkers.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
17
The slide provides a step-by-step guide for data extraction from the platform.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
18
The slide uses a screenshot of Chrome DevTools with red annotations to guide the user through a technical process.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
19
The slide contains a screenshot of Chrome DevTools and text instructions for reverse engineering video playback data.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
20
This slide describes a technical investigation process involving data scraping and analysis of JSON files.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
21
GSX Techedu (GSX)GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
22
The slide provides a technical walkthrough for data scraping/extraction.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
23
Includes a screenshot of browser developer tools showing a JSON response mapping a teacher's profile to a specific User Number.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
24
The slide provides evidence of identity verification by cross-referencing user IDs, IP addresses, and avatar URLs against public teacher profiles.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
25
This slide provides empirical evidence to support the classification of 'Type 0' users as students.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit