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05 The Reveal
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This is a classic 'expose_contradiction' slide used in activist campaigns to undermine management credibility.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Loop · The Reveal1 hit
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Includes a stock price chart showing the impact of the contract announcement.Electro Optic Systems Holdings Limited (EOS.AX) · Grizzly Research
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
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This is a short-seller research report cover/intro page.Electro Optic Systems Holdings Limited (EOS.AX) · Grizzly Research
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
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The slide uses a photo of two men in front of EOS and Goldrone branding to establish the subject of the investigation.Electro Optic Systems Holdings Limited (EOS.AX) · Grizzly Research
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
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The slide uses investigative research to debunk a corporate claim regarding a partnership.Electro Optic Systems Holdings Limited (EOS.AX) · Grizzly Research
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
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The slide uses a skeptical tone to frame the company's agricultural drone products as potentially suspicious or mischaracterized.Electro Optic Systems Holdings Limited (EOS.AX) · Grizzly Research
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
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Uses investigative 'boots-on-the-ground' style research to undermine corporate claims.Electro Optic Systems Holdings Limited (EOS.AX) · Grizzly Research
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
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The slide uses a map to cast doubt on the legitimacy or scale of a partner company (Goldrone) involved in a contract with the subject company (EOS).Electro Optic Systems Holdings Limited (EOS.AX) · Grizzly Research
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
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The slide uses a 'Meet the Team' graphic from the company to undermine its credibility by questioning the background of its founders.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Loop · The Reveal1 hit
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The slide uses a 'villain' framing by comparing Archer to Nikola, implying fraudulent or incompetent behavior.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Loop · The Reveal1 hit
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The title uses a 'Nikola' comparison, a common short-seller trope for companies accused of faking technology or partnerships.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Loop · The Reveal1 hit
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The slide uses a 'villain' framing by comparing Archer to Nikola (a known fraud case) and questioning the legitimacy of their order book.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Loop · The Reveal1 hit
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Image file /tmp/legacy-images/6ca6c22d77ab/slides/050.jpg was not present on disk; no inspection possible.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Loop · The Reveal1 hit
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The slide uses a 'villain_critique' approach by comparing Archer to Nikola, implying fraudulent or exaggerated claims.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Loop · The Reveal1 hit
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Uses a satellite image of the Dubai Helipark to cast doubt on the scale of operations.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Loop · The Reveal1 hit
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Uses a 'Nikola' comparison to imply fraud or over-hyping, a common tactic in short-seller research reports.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Loop · The Reveal1 hit
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The slide uses a 'villain' framing by comparing the company to Nikola, a known fraud case.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Loop · The Reveal1 hit
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The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
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The slide uses a comparison table to justify a higher valuation target.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
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The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
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The slide uses a weighted average calculation to justify a 5% growth target.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
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The slide highlights that peers with lower emerging market exposure and weaker brand/category positioning are still achieving 4-7% growth, contrasting with P&G's 3% growth.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
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The Procter & Gamble Company (PG)The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
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The slide uses a bridge-like structure to highlight specific areas for margin expansion (Gross Margin and SG&A).The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
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The slide uses screenshots of Trustpilot profiles to illustrate the 'extortion model' thesis.Trustpilot Group PLC (TRST) · Grizzly Research
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide uses a 'villain' narrative to frame the company's business model as enabling fraud.Trustpilot Group PLC (TRST) · Grizzly Research
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit
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The slide uses screenshots of Trustpilot reviews as evidence of platform failure.Trustpilot Group PLC (TRST) · Grizzly Research
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit
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The slide uses screenshots of Trustpilot reviews and Google search results to illustrate the 'extortion model' thesis.Trustpilot Group PLC (TRST) · Grizzly Research
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit
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The slide uses a specific example to expose a contradiction in Trustpilot's value proposition.Trustpilot Group PLC (TRST) · Grizzly Research
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit
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The slide uses a screenshot of an official FCA warning to establish credibility for the claim that Trustpilot facilitates scams.Trustpilot Group PLC (TRST) · Grizzly Research
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit