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39 Benchmark Gap
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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
73
Includes callouts to Bloomberg and Yahoo Finance data sources and critical commentary on specific line items.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
74
The slide uses a contrast between the analyst consensus (Buy) and the activist's bearish thesis to frame the stock as a poor risk/reward.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
75
The table highlights that Tempus AI's valuation multiples (EV/Revenues, EV/Gross Profit) are generally higher than the averages of its medical diagnostic peers.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
76
The slide uses a sum-of-the-parts (SOTP) valuation approach to derive an equity value, then adjusts for debt, JV interests, and cash to arrive at a per-share price.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
06
Activision Blizzard | Mergers and Acquisitions Presentation Deck | 16 slidesActivision Blizzard | Mergers and Acquisitions Presentation Deck | 16 slides · activision-blizzard
Deck Investment bank Beat · ProductLoop · Benchmark Gap1 hit
03
The document is a standard equity research note format from Argus Research Company.Focus Universal Inc. (FCUV) · Steve Silver
Research note Short seller Loop · Benchmark Gap1 hit
04
Includes financial highlights, management bios, risk factors, and a valuation methodology based on EV/revenue multiples.Focus Universal Inc. (FCUV) · Steve Silver
Research note Short seller Loop · Benchmark Gap1 hit
05
The table includes historical data from 2019-2020, quarterly estimates for 2021, and annual estimates for 2022.Focus Universal Inc. (FCUV) · Steve Silver
Research note Short seller Beat · FinancialsLoop · Benchmark Gap1 hit
07
The chart highlights a 69.4% underperformance gap between the NASDAQ and Riverbed.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
08
The slide uses a combination of a line chart for share price and a bar chart for volume, with callouts pointing to specific dates of negative news.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
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The slide uses a vertical arrow on the left to indicate that the listed analyst reports address Elliott's offer.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Loop · Benchmark Gap1 hit
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The 22% premium is highlighted with a red dashed circle.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Loop · Benchmark Gap1 hit
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Includes detailed footnotes regarding methodology and data sources.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Benchmark Gap1 hit
12
The slide highlights that Riverbed's valuation at $21/share is premium relative to the peer median.Riverbed Technology, Inc. (RVBD) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Benchmark Gap1 hit
45
This is a formal activist investor letter. The content focuses on the gap between management's stated aspirations and actual financial delivery.Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
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This is a text-heavy page from a regulatory filing (likely an activist investor letter).Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
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This is a page from a regulatory filing (proxy contest letter).Huntsman Corporation (HUN) · Jeffrey C. Smith
Regulatory filing Activist investor Loop · Benchmark Gap1 hit
03
The slide presents two scatter plots with trendlines showing long-term returns of firms that sued short-sellers, indicating poor performance post-publication.Industry meta-study: 24 firms that sued short sellers (2018-2025) · Grizzly Research
Research note Short seller Beat · EvidenceLoop · Benchmark Gap1 hit
04
The slide argues that lawsuits are a negative signal for long-term stock valuation, often used as a bluffing strategy.Industry meta-study: 24 firms that sued short sellers (2018-2025) · Grizzly Research
Research note Short seller Beat · EvidenceLoop · Benchmark Gap1 hit
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The table tracks publication dates, short sellers, lawsuit filing dates, case outcomes, and stock returns relative to S&P 500 benchmarks.Industry meta-study: 24 firms that sued short sellers (2018-2025) · Grizzly Research
Research note Short seller Beat · EvidenceLoop · Benchmark Gap1 hit
09
The chart uses indexed values starting at 100 on 18 Mar 02. The legend is integrated into the chart area as colored boxes.Lazard | Investment Banking Pitch Book | 46 slides · Lazard
Consulting deck Investment bank Beat · Problem & ComplicationLoop · Benchmark Gap1 hit
10
The slide tracks financial valuation metrics over time, comparing P/E and PEG ratios against long-term growth estimates.Lazard | Investment Banking Pitch Book | 46 slides · Lazard
Consulting deck Investment bank Beat · Solution & ApproachLoop · Benchmark Gap1 hit
12
The slide uses three distinct tables to demonstrate the prevalence of scam-related reports associated with Sinch compared to Twilio, Peerless Network, and Telnyx.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
13
The slide uses external anecdotal evidence (Reddit, Scammer.Info, BBB) to build a case against the company's reputation.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
03
The slide uses a combination of a peer benchmark chart and a 'missed targets' comparison table to build a case for operational inefficiency.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
04
The slide argues that Autodesk's valuation discount is a result of poor performance and governance issues, specifically citing misleading billings practices.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
18
Uses a qualitative scoring system (full circle, half circle) to assess Valeant against specific criteria.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · EvidenceLoop · Benchmark Gap1 hit
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Valeant Pharmaceuticals International (VRX)Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · EvidenceLoop · Benchmark Gap1 hit
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The slide uses a valuation bridge format to justify the acquisition value creation.Valeant Pharmaceuticals International (VRX) · William Ackman
Conference presentation Activist investor Beat · EvidenceLoop · Benchmark Gap1 hit