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slides · global inventory

40 MECE Breakdown

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Matching slides 4,078
Current window 2,341-2,370
Pages 136
Rows per page 30
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2,341-2,370 of 4,078

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07
The slide uses a standard activist investor format to present a bearish thesis based on valuation.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
08
The slide uses a piggy bank icon to visually reinforce the 'insider enrichment' narrative.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
09
Includes Spruce Point Capital Management logo/branding element (pine tree).2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
10
Uses a before-and-after visual comparison of market maps to demonstrate industry saturation.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
11
Uses a series of external citations to build a negative case against the subject company's business model.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
04
This is a research note page from Kerrisdale Capital criticizing Carvana's business model and growth prospects.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · EvidenceLoop · Mece Breakdown1 hit
05
Includes a quote from a former Director of Operations to support the thesis that rapid growth requires sacrificing unit economics.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · EvidenceLoop · Mece Breakdown1 hit
06
The slide uses a 'valuation bridge' style table to demonstrate that the market's implied stock price for Carvana requires unrealistic growth and margin assumptions.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · EvidenceLoop · Mece Breakdown1 hit
07
The slide uses a narrative approach to expose the contradiction between Carvana's original business model and its current operational reality.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · EvidenceLoop · Mece Breakdown1 hit
08
The slide uses a valuation bridge to justify a significant downside price target.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · EvidenceLoop · Mece Breakdown1 hit
07
Includes a translation of a Czech financial note and a specific inquiry into the reconciliation of GSG Berlin's financial performance.CPI Property Group (CPIPG) · Carson C. Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown1 hit
08
The slide critiques the use of forward-looking valuation methods for undeveloped land and the reliance on internal valuation teams.CPI Property Group (CPIPG) · Carson C. Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown1 hit
09
The text includes a specific recommendation/critique regarding the use of the residual valuation method versus the comparative method for land and vacant buildings.CPI Property Group (CPIPG) · Carson C. Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown1 hit
22
The diagram maps Patrick Orlando's roles across various investment firms and SPACs.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Loop · Mece Breakdown1 hit
23
Digital World Acquisition Corp (DWAC)Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Loop · Mece Breakdown1 hit
24
The slide uses a table format to present a timeline of events from June 2021 to February 2022.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Loop · Mece Breakdown1 hit
25
Includes detailed tables for sources/uses, ownership, valuation, and a stacked bar chart for revenue projections.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Loop · Mece Breakdown1 hit
10
The slide uses a bridge-like calculation to derive the implied prepayment amount from changes in EBITDA, interest, and Capex guidance.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
11
The slide argues that the long-term recurring cash benefit is negligible relative to Lumen's current EBITDA.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
12
The slide uses a skeptical tone to challenge management's claims about future sales pipeline conversion.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
13
Uses a quote from a former executive to undermine the company's current strategic messaging.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
11
Includes a footnote referencing a Redburn research report from 2014.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown1 hit
12
Page 12 of 26. Contains multiple tables: Revenue, Growth, Financial Metrics, Estimated Ports performance, and Valuation multiples.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown1 hit
13
Includes references to specific port concessions and revenue breakdown (THC, port entry, services).Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown1 hit
14
The slide is a dense text-based research note detailing operational strategy, financial performance, and market dynamics for BOL's port and logistics business.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown1 hit
15
Includes a historical financial table for the energy segment and valuation rationale.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown1 hit
16
The table shows EBITDA multiples sensitivity. The text provides business descriptions for Bolloré Énergie, Blue Applications, Blue Car/Autolib, and Blue Storage.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown1 hit
18
The slide uses a bar chart to visualize the Morgan Stanley projection of SMR market share in data center power capacity.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Mece Breakdown1 hit
19
The slide uses a dual-axis chart (units vs GWe) to illustrate market growth, followed by a critical narrative conclusion.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Mece Breakdown1 hit
20
The slide contains two distinct sections: a technical summary of reactor features and a narrative summary of the SPAC merger history.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Mece Breakdown1 hit