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slides · global inventory

05 The Reveal

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511-540 of 1,002

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16
The table lists 30 historical spin-off examples with their respective tickers and returns compared to the S&P 500.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
17
The slide uses a side-by-side comparison table to argue that Vets First Corp has a stronger growth story than the recently IPO'd Elanco.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
18
The slide uses historical performance data to validate the investment thesis that spin-offs are a favorable asset class.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
19
The slide uses a table to show cross-ownership patterns among major institutional investors.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
20
Henry Schein, Inc. (HSIC)Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
21
Describes a custom web scraping process used for due diligence.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
22
The slide uses a visual arrow to contrast the company's '5,000' claim with the analyst's '7,900' data point.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
05
Uses a hub-and-spoke diagram to connect the target company to historical precedents.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
06
The slide uses a structured list format to present a series of 'red flags' as a diagnostic framework for the short thesis.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
07
This is a classic activist short thesis slide, outlining multiple pillars of concern (growth, accounting, capex).U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
08
The slide uses a list-based structure to present the core arguments of the short thesis.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
09
Includes a specific callout on Price / Adj Book Value and Estimated Organic Growth.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
10
Uses a red box and arrow to visually anchor the comparison between the 2007 baseline and the 2018 current state.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
04
Uses a 'vs' visual comparison to contrast old-fashioned oxygen tanks with portable concentrators.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Monster (Inogen's sales tactics)Loop · The Reveal1 hit
05
The slide uses a provocative title and an image of an elderly person to emphasize the 'deceive the sick elderly' claim.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Monster (Inogen's sales tactics)Loop · The Reveal1 hit
06
The slide uses screenshots of Google search results to demonstrate the dominance of 1st Class Medical's paid advertising strategy.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Monster (Inogen's sales tactics)Loop · The Reveal1 hit
07
The slide uses a transcript format to frame the company's sales tactics as deceptive.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Monster (Inogen's sales tactics)Loop · The Reveal1 hit
08
The slide uses a quote from a regulatory filing to frame the subject's business practices as predatory.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Monster (Inogen's sales tactics)Loop · The Reveal1 hit
09
Uses a 'before-after' or 'reality vs perception' framing to discredit the company's leadership claims.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Struggle (Citron Research's investigation)Loop · The Reveal1 hit
10
Uses screenshots of YouTube videos as primary evidence.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Struggle (Citron Research's investigation)Loop · The Reveal1 hit
08
The slide uses screenshots of FDA Adverse Event Reporting System documents to support the claim of securities fraud.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
09
The slide presents raw FOIA-sourced data tables for specific patient cases.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Loop · The Reveal1 hit
05
The slide uses a visual diagram to illustrate the 'firewalling' or 'sandboxing' of IDFA, contrasting it with the login-based tracking capabilities of major platforms.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
06
The slide uses a 'before/after' style comparison to expose a contradiction in the CTO's public statement.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
05
Includes a critique of SoFi's 'Consistent Credit Performance' marketing claim using a line chart of net charge-offs and a table of borrower characteristics.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
06
The analysis uses a 70% conversion rate baseline derived from pre-2024 data to estimate the volume of loans transferred off-balance-sheet.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
07
Includes detailed footnotes regarding SoFi's fair value modeling and loan delinquency reporting.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
08
The slide argues that SOFI's recovery rate assumptions are unrealistic and that their default rate should be ~50% higher.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
09
Includes a table of Fitch and DBRS default assumptions and a discussion on fair value adjustments based on third-party transactions.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
10
This is a research note page from a short-seller report (likely Kerrisdale Capital or similar) critiquing SoFi's accounting practices.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit