slides · global inventory
03 Aha Moment
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03
The slide uses a forensic accounting approach to compare claimed vs. actual user data.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
04
The slide uses a combination of a quantitative table to show data discrepancy and a narrative argument to suggest fraudulent activity (click farms) based on geographic anomalies.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
05
The table highlights specific low-population regions appearing in top-10 rankings, which the author argues is statistically improbable.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
03
The slide uses a 'villain' narrative by linking the company to Chinese military-linked entities and leveraging political associations to suggest future regulatory scrutiny.Datasection Inc. (3905) · Wolfpack Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
05
The slide uses Bloomberg's proprietary default risk model to categorize companies into IG, HY, and DS grades, then maps specific RILY debtors against industry distributions.B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Beat · AgitateLoop · Aha Moment1 hit
06
The slide uses a narrative structure to build a case for financial distress, citing specific debt covenants and asset value declines.B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Beat · AgitateLoop · Aha Moment1 hit
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Includes a Bloomberg stock chart for XELA showing a 99.59% decline.B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Beat · AgitateLoop · Aha Moment1 hit
08
The slide uses Bloomberg stock charts to illustrate the decline of two companies involved in complex financial arrangements with B. Riley (RILY).B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Beat · AgitateLoop · Aha Moment1 hit
09
The slide uses a short-seller research report style to critique RILY's capital allocation and loan portfolio quality.B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Beat · AgitateLoop · Aha Moment1 hit
04
The slide includes a visual critique of a Western blot image, highlighting misaligned wells as evidence of image manipulation.PMV Pharmaceuticals (PMVP) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
05
The slide uses a combination of scientific critique (gel analysis) and quantitative data (bar chart) to challenge the validity of the company's preclinical findings.PMV Pharmaceuticals (PMVP) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
06
The slide uses gene expression data (p21 and MDM2) to challenge the company's stated mechanism of action.PMV Pharmaceuticals (PMVP) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
07
Uses dose conversion to humans as a comparative framework to highlight potential lack of potency/viability.PMV Pharmaceuticals (PMVP) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
08
Includes a critique of data transparency regarding mouse model selection and survival metrics.PMV Pharmaceuticals (PMVP) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
11
The slide uses strong, accusatory language ('fatally flawed', 'furious', 'terrible') to frame the technical issues as a business crisis.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Aha Moment1 hit
12
The slide uses direct quotes from field service and application engineers to substantiate claims of product defects.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Aha Moment1 hit
13
The slide uses heavy anecdotal evidence and expert quotes to build a case against the product's viability.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Aha Moment1 hit
14
The slide uses anecdotal evidence and expert quotes to build a case against the product's viability.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Aha Moment1 hit
15
The slide uses expert testimony and industry comparisons to frame Lasertec's product as inferior to ASML's technology.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Aha Moment1 hit
40
The slide uses a 'commodity trap' argument to undermine the company's growth narrative.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Aha Moment1 hit
41
Uses a 'villain' framing to demystify the company's technology as common industry practice.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Aha Moment1 hit
42
Uses a comparison-frame to undermine the target's innovation claims.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Aha Moment1 hit
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Uses a mocking tone to frame the 'magic chip' as a recurring investment scam.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Aha Moment1 hit
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Uses historical stock charts to illustrate the 'crash and burn' thesis.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Aha Moment1 hit
45
Uses a screenshot of a Wikipedia entry as primary evidence to debunk the novelty of the subject's technology.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Aha Moment1 hit
46
The slide uses a Q&A format and highlighted text to emphasize critical claims about the product being a standard lab accessory rather than a microchip.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Aha Moment1 hit
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The slide uses a 'fraud-exposure' or 'expose_contradiction' narrative by contrasting company claims with public domain technical information.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Aha Moment1 hit
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The slide uses a 'villain' critique approach to undermine the target company's competitive moat.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Aha Moment1 hit
49
Uses a press release excerpt to undermine the uniqueness of the target company's IP.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Aha Moment1 hit
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Uses aggressive, colloquial language ('dumpster fire', 'fastest pig at the county fair') to undermine the target company.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Aha Moment1 hit