anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

10 Iceberg

Loop collection for the active corpus filters, with each row opening the slide detail view.

Search Insights JSON Unlock
Matching slides 1,212
Current window 451-480
Pages 41
Rows per page 30
Loop: 10 Icebergclear collectionreset all
18 30 60

Loop

451-480 of 1,212

filter-aware
08
Uses red 'X' overlays on peer comparison charts to invalidate the company's claims of strong performance.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
07
The slide uses a 'Hidden Dividend Income' table and a 'Tax Advantage' comparison table to expose the discrepancy between the stated salary and actual economic benefits.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · AgitateLoop · Iceberg1 hit
08
Uses aggressive, critical tone to frame management actions as manipulative.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · AgitateLoop · Iceberg1 hit
09
The slide uses a critical tone to challenge the attribution of success to the current CEO, contrasting it with the previous CEO's legacy.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · AgitateLoop · Iceberg1 hit
03
The slide argues that operational improvements are insufficient to close the valuation gap, advocating for structural changes (breakups) instead.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
04
Page 4 of a shareholder letter; focuses on capital allocation and strategic direction.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Iceberg1 hit
21
The slide uses a table to highlight the high disposal ratio of shares by the CEO, framing it as a negative signal of management alignment.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
22
The slide uses a 'fraud-exposure' or 'expose_contradiction' narrative to challenge the company's reported financial metrics.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
23
The slide illustrates a financial distortion where capital expenditure is effectively disguised as operating revenue, leading to higher reported margins but lower actual investment returns.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
24
The slide discusses the impact of lease terminations and market rent resets on long-term revenue CAGR.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
25
Includes a quote from Jay Brown (Crown Castle) regarding international market risk/reward.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
20
Includes detailed footnotes explaining the accounting treatment and disclosure sources for the listed disposals.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
21
The slide uses aggressive, accusatory language ('Human Piranha-speak', 'faces ripped off') to frame the financial data as evidence of insider malfeasance.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
22
The slide uses a timeline-based diagram to illustrate the sequence of events and the alleged self-dealing by insiders.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
23
Includes detailed footnotes referencing SEC filings and external private equity reviews.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
24
The slide uses a balance sheet to highlight the discrepancy between the purchase price and the company's actual financial position.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
25
The slide uses a table of insider holdings to frame a narrative of questionable corporate governance and potential conflicts of interest.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
26
Includes specific allegations of fraud and SEC inquiries regarding insider transactions.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
27
The slide combines a table of shareholding combinations with a narrative investigation into corporate fraud.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
28
The slide uses a timeline to contrast FMCN's purported acquisition dates with actual ownership periods of third parties.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
29
The slide uses a table to contrast pre- and post-acquisition roles to highlight the change in control, and text to argue that FMCN's financial disclosures regarding Jingzhun are contradictory.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
30
The slide uses a 'spot the difference' approach to expose potential financial reporting manipulation or errors.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
06
This is a text-heavy research note page from a short-seller report.Olam International (OLAM) · Muddy Waters
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
03
This is a classic Muddy Waters short-seller research note slide, focusing on operational discrepancies and financial inconsistencies.Orient Paper Inc. (ONP) · Muddy Waters
Research note Short seller Beat · EvidenceLoop · Iceberg1 hit
01
Slide 1
The slide uses a 'fraud-exposure' narrative, citing specific investigative findings regarding shell companies, tax discrepancies, and related party transactions.Orient Paper Inc. (ONP) · Muddy Waters, LLC
Research note Short seller Loop · Aha Moment1 hit
02
This slide serves as a primary source translation documenting the conflict between Muddy Waters and Orient Paper, specifically highlighting discrepancies in capacity claims and customer revenue.Orient Paper Inc. (ONP) · Muddy Waters, LLC
Research note Short seller Loop · Aha Moment1 hit
03
This is a page from a Muddy Waters research report on Orient Paper (ONP).Orient Paper Inc. (ONP) · Muddy Waters, LLC
Research note Short seller Loop · Aha Moment1 hit
04
The slide presents a forensic analysis of financial reporting inconsistencies, specifically highlighting the gap between ONP's public claims and AIC/tax bureau data.Orient Paper Inc. (ONP) · Muddy Waters, LLC
Research note Short seller Loop · Iceberg1 hit
05
This is a page from a Muddy Waters short-seller research report.Orient Paper Inc. (ONP) · Muddy Waters, LLC
Research note Short seller Loop · Iceberg1 hit
06
This is a page from a Muddy Waters research report exposing potential fraud at ONP.Orient Paper Inc. (ONP) · Muddy Waters, LLC
Research note Short seller Loop · Iceberg1 hit