slides · global inventory
08 Analogy
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The slide uses a series of excerpts and a screenshot of a FAQ document to build a case against WebMD's business practices.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
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Uses red arrows to visually connect specific claims in the bios to the activist's critique.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
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Uses DOJ and FTC press releases as primary evidence to undermine the subject's credibility.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
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Uses a red flag icon to signal a warning/contradiction.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
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Progyny, Inc. (PGNY)Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
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This slide serves to build credibility by acknowledging prior reports while adding new, specific findings.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
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Uses a three-part table structure to demonstrate the impact of unbilled A/R on revenue performance.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
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Uses a red flag icon to denote a warning or area of concern.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
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Includes a specific callout box questioning the math behind new client revenue contribution.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
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Uses red underlining in the source text to emphasize specific problematic phrases.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
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Uses direct quotes from management transcripts to highlight a discrepancy between narrative and underlying metrics.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
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Uses a table to perform a 'gap analysis' between company-reported metrics and external client data.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
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Uses a waterfall-bridge style calculation to highlight a specific numerical inconsistency in company disclosures.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
34
Uses a 'red flag' icon to signal warning/contradiction.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy1 hit
20
Uses an analogy to frame restricted cash as a negative indicator similar to high DSOs.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Analogy1 hit
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The slide uses a comparative accounting framework to show how GAAP vs. Non-GAAP treatment of lease financing creates artificial revenue and profit inflation.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Analogy1 hit
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The slide uses a visual comparison framework to contrast two business models and highlight the accounting discrepancy.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Analogy1 hit
05
The slide highlights the competitive disadvantage of small launchers compared to large-scale rideshare providers like SpaceX.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Loop · Analogy1 hit
20
This is a classic 'preempting the rebuttal' slide used in short-selling research to invalidate potential bull-case explanations.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The StruggleLoop · Analogy1 hit
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Methodology relies on the formula: Imports = Ending Balance - Beginning Balance + COGS.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Loop · Analogy1 hit
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The slide highlights a potential accounting discrepancy by showing the jump from ~$20/kg to $52.04/kg.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Loop · Analogy1 hit
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Includes detailed footnotes regarding methodology for logistics costs and supplier share assumptions.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Loop · Analogy1 hit
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The slide uses a numbered list to detail three specific analytical approaches, including SKU GMV comparison, product mix sampling, and supplier data verification.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Loop · Analogy1 hit
02
The slide uses aggressive, accusatory language ('bullshit', 'manipulated', 'hiding the ball') to frame the financial analysis.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Analogy1 hit
03
The slide uses a 'lipstick on the pig' metaphor to describe accounting changes. It highlights a specific -11.8% YoY drop in cash receipts that was masked by definition changes.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Analogy1 hit
04
The slide uses a reconciliation table to adjust reported cash receipts and highlight an overstatement, followed by a narrative critique of the company's cash flow reporting.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Analogy1 hit
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This is a text-heavy research note page containing critical due diligence findings on Danimer Scientific (DNMR).Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Analogy1 hit
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This page functions as a deep-dive investigative note, likely part of a short-seller or critical research report.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Analogy1 hit
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The slide uses expert testimony to challenge the company's claims regarding low-CapEx and production costs.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Analogy1 hit
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The slide details a forensic accounting attempt to reconcile reported figures, concluding that management's representations are mathematically inconsistent.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix MethodologyLoop · Analogy1 hit