slides · global inventory
02 Pattern Hunter
Loop collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 5,253
Current window 3,661-3,690
Pages 176
Rows per page 30
Loop
3,661-3,690 of 5,253
07
LBO model transaction overview slide.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Monster (Undervaluation)Loop · Pattern Hunter1 hit
08
The slide uses two bar charts to demonstrate that the offer price is undervalued relative to the company's cash flow generation potential.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Monster (Undervaluation)Loop · Pattern Hunter1 hit
09
The slide uses a stock chart to visualize the gap between the current offer and the projected stock price based on fundamental performance.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Struggle (Flawed Sales Process)Loop · Pattern Hunter1 hit
10
The slide uses a comparison table to highlight qualitative differences (higher ed exposure, digital transition, NOLs, business mix) to justify a premium valuation.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Struggle (Flawed Sales Process)Loop · Pattern Hunter1 hit
01
The slide uses a table to quantify insider buying and then uses that data to challenge the Board's stated confidence in the company's future.Parkland Corporation (PKI) · Arnaud Ajdler
Shareholder letter Activist investor Beat · AttentionLoop · Pattern Hunter1 hit
02
Uses a bar chart to compare historical performance against recent performance and mid-term targets to refute management's narrative.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
05
This is a page from a Muddy Waters research report on New Oriental Education (EDU).New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
06
The slide combines a full table of contents with the beginning of Section I.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
07
The slide is a screenshot of a webpage from pop.xdf.cn detailing the franchising process.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
08
The slide contrasts a formal process flow with informal, potentially contradictory statements from an employee.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
09
Includes direct quotes from franchise sources and specific financial terms (RMB 600k-1M license fees, RMB 80k training fees, RMB 100k deposit).New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
10
The slide uses direct quotes from Louis Hsieh to challenge the company's narrative regarding store growth and franchising.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
02
This is a page from a short-seller research report (likely Muddy Waters or similar) exposing fraudulent practices in Chinese companies listed in the US.Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Problem (Identify pain)Loop · Pattern Hunter1 hit
03
This is a page from a short-seller research report (Muddy Waters) exposing fraudulent practices in Chinese companies.Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
04
The slide is part of a critical research note questioning the reliability of data provided by companies commissioned by FMCN.Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
05
The slide uses a table of data attributed to CTR to highlight inflated figures, followed by text debunking the claims.Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
06
The slide presents two distinct data tables for two different bus operators, showing passenger counts segmented by travel duration.Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
07
The slide uses a comparison of two data sources to cast doubt on the accuracy of the CTR research report.Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
08
The slide uses a 'before-after' or 'side-by-side' comparison to highlight a discrepancy in asset ownership claims.Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
09
The slide highlights a discrepancy between CTR's research (128 buses) and the company's website (32 buses).Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
10
The slide uses a screenshot of a website and a data table to contrast two conflicting sources of information.Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
02
The slide highlights contradictions between official filings and online data, as well as operational impossibilities regarding production capacity.Orient Paper Inc. (ONP) · Muddy Waters
Research note Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
02
This is page 2 of a shareholder letter. It focuses on fiduciary duty, conflicts of interest (Michael Patrick), and lack of strategic direction.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · ComplicationLoop · Pattern Hunter1 hit
03
The slide uses a 'rejected' stamp motif to highlight the board's repeated refusal of premium offers.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · EvidenceLoop · Pattern Hunter1 hit
02
The slide uses a combination of bar charts to show forecast vs reality and a table to show relative shareholder returns.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
03
Includes two bar charts comparing EV/NTM EBITDA and Price/NTM FCF against a peer group.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
04
Includes a quote from a former leader and a table comparing growth rates and market share shifts.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
05
The slide uses a 'before-after' or 'contradiction' framing to undermine management credibility.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
06
The slide uses a combination of narrative critique and quantitative tables to highlight operational underperformance and M&A value destruction.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
07
Includes an org-chart style diagram showing executive departures and a footnote regarding a $8 million payment.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit