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27 Cost Of Inaction
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The slide functions as a high-stakes warning/disclaimer regarding tax compliance and investment risk.POET Technologies Inc. (POET) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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This is a research note from Wolfpack Research alleging illegal activity by Datasection.Datasection, Inc. (3905.TYO) · Wolfpack Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide functions as an appendix page containing leadership bios and a list of footnotes/references.Datasection, Inc. (3905.TYO) · Wolfpack Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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Datasection, Inc. (3905.TYO)Datasection, Inc. (3905.TYO) · Wolfpack Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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Page 14 of 15Datasection, Inc. (3905.TYO) · Wolfpack Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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Standard short-seller disclaimer.Datasection, Inc. (3905.TYO) · Wolfpack Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide includes a critical annotation highlighting that the core assumption (2 million patients) is based on 'Company estimates'.Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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Uses a funnel-like process flow to show how the TAM is reduced by applying realistic filters (non-compliance, anatomy eligibility, BMI/AHI/age limits).Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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The slide uses a series of logical arguments to dismantle the company's market sizing claims, citing external research and expert interviews.Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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The slide uses external data (CDC, NEJM, American Thoracic Society) to challenge the company's market sizing assumptions.Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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Includes a quote from the CEO and images of competing medical devices.Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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Includes a comparative table of clinical outcomes (AHI/ODI reduction) and expert commentary on market positioning.Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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The slide provides a competitive landscape of non-surgical oral appliance therapy options.Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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The slide uses a 'villain critique' style to dismantle GTT's financial reporting, specifically targeting their use of 'Adjusted Free Cash Flow' and asset valuation.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide uses a peer benchmark table to expose a gap in financial performance, specifically targeting GTT's low cash conversion rate compared to industry peers.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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The chart shows a decline in OCF/Sales ratio following major acquisitions, while the text highlights the removal of transparency in financial reporting.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide explicitly critiques the company's 'creative' accounting practices regarding pro forma adjustments and synergy add-backs.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide highlights a calculation error in the company's reported EBITDA and critiques the removal of the slide in subsequent quarters as a tactic to hide financial decline.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide uses a stacked bar chart to show the inverse relationship between company earnings (negative) and management compensation (positive).GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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The chart uses a stacked bar approach where compensation is positive and EVA is negative, visually emphasizing the divergence.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide uses direct quotes from an industry expert to frame Twist's technology as fundamentally flawed and prone to the same failure modes as previous market participants.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
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The slide uses a Q&A format with an 'IDT ex-regional sales manager' to build a narrative of a 'fatal flaw'.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
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The slide uses a combination of summary text and a direct quote from an IDT ex-regional sales manager to frame the company's technology as a 'self-defeating gimmick'.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
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Uses expert testimony to undermine the company's operational efficiency claims.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
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The slide uses a Q&A format to validate claims of operational failure.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
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The slide uses a quote from an industry executive to validate the thesis of operational failure.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
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The slide uses a Q&A format to build credibility for the core thesis of operational failure.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
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The slide uses a Q&A format to present expert testimony as a critique of the target company's core technology.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
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The slide uses a Q&A format to build a narrative of financial failure based on operational inefficiency.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
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The slide uses a Q&A format to present an expert's critique of the company's business model.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit