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slides · global inventory

12 Myth Buster

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25
The slide uses a combination of SEC filing screenshots and a stacked bar chart to highlight the discrepancy between the company's branding and its actual revenue composition.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster1 hit
26
Uses a before-after framing to highlight management's history of misleading investors.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster1 hit
27
Uses a before-and-after comparison of software screenshots to expose a product flaw.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster1 hit
28
Uses screenshots from the company's website and roadshow video to demonstrate a lack of basic data integrity.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster1 hit
29
The slide uses visual callouts to highlight specific data errors (patient name mismatch and date discrepancy) within a software interface screenshot.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster1 hit
30
The slide uses a screenshot of a Glassdoor review with specific text highlighted in blue to emphasize the 'messy and incomplete' data claim.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Myth Buster1 hit
12
The slide uses a line chart with annotations to suggest that Bunge's stock performance is disconnected from operational reality.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · Myth Buster1 hit
13
The slide uses a 'guilt by association' framework to cast doubt on Bunge's management.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · Myth Buster1 hit
14
The slide uses red highlighting to draw attention to Bunge's high audit fee ratios compared to ADM and Nutrien.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · Myth Buster1 hit
15
The slide uses a 'before-after' style comparison of deal terms to highlight financial deterioration or reporting friction.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · Myth Buster1 hit
05
The slide uses a watermark of the Disney Mickey Mouse logo as a background element.Disney | Shareholder Engagement Presentation Deck | 16 slides · Disney
Activist deck Investor relations Beat · Problem & ComplicationLoop · Myth Buster1 hit
03
Uses a 'Lunch with the FT' article as the primary source of contradiction.Disney | Shareholder Engagement Presentation Deck | 4 slides · Disney
Activist deck Investor relations Beat · Problem (Identify pain)Loop · Myth Buster1 hit
13
Includes direct quotes from an Airbus manager and an unnamed source, framing D-Wave's customer success stories as 'innovation theater'.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Myth Buster1 hit
14
The slide uses negative customer feedback to challenge the company's value proposition.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Myth Buster1 hit
15
Uses expert quotes to undermine the credibility of the company's technical claims.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Myth Buster1 hit
16
The slide uses a testimonial from an industry consultant to reinforce the negative thesis.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Myth Buster1 hit
16
Source image /tmp/legacy-images/e4724ca977c6/slides/016.jpg does not exist on disk; unable to inspect.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The StruggleLoop · Myth Buster1 hit
17
Includes screenshots of user comments and a photo of packaging waste to support the bearish thesis.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The StruggleLoop · Myth Buster1 hit
18
The slide uses a 'villain' narrative to characterize HelloFresh as a 'zombie company' following the collapse of other meal-kit competitors.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The StruggleLoop · Myth Buster1 hit
19
The slide uses two charts to demonstrate the decline in active customers and the lack of real AOV growth relative to inflation.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The StruggleLoop · Myth Buster1 hit
20
The slide uses a 'villain critique' approach to undermine the company's brand image by highlighting systemic ethical and operational failures.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The StruggleLoop · Myth Buster1 hit
21
This is a short-seller research report by Grizzly Research.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The VictoryLoop · Myth Buster1 hit
22
Includes a screenshot of browser developer tools showing a non-functional 'Cancel my plan' button and a Reddit user testimonial.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · The VictoryLoop · Myth Buster1 hit