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slides · global inventory

06 Zoom In

Loop collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 3,501
Current window 2,401-2,430
Pages 117
Rows per page 30
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2,401-2,430 of 3,501

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21
The slide uses a 100% stacked bar chart to visualize revenue concentration risk.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
22
Includes raw data tables for DKNG and competitors in NY, plus a specific comparison for NFL weeks 1-4.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
23
The slide uses a bottom-up adjustment to consensus estimates based on observed handle impact from prediction markets.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
24
The table models five scenarios ranging from 'Most Conservative' to 'Most Aggressive' to demonstrate potential revenue misses.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
04
The slide uses third-party validation (AWS/Microsoft) to counter potential skepticism about Edgio's capabilities.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Zoom In1 hit
05
The slide uses a list-based comparison rather than a table grid to contrast two product tiers.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Zoom In1 hit
04
The slide contains numbered points 3, 4, and 5, acting as a list of inquiries for the company.Fairfax Financial Holdings Ltd. (FFH) · Carson C. Block
Research note Short seller Loop · Zoom In1 hit
07
The slide uses a red dashed box to highlight the specific contradiction in HGV's claims.Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 hit
08
Uses a side-by-side comparison table structure to highlight the discrepancy between the activist's claim and the company's disclosure.Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 hit
09
Uses red dashed boxes to highlight specific contradictions in valuation multiples and offer price increases.Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 hit
10
The slide uses a 'Response to L&B' format to directly counter a specific claim made by the company.Hilton Grand Vacations (HGV) · Land and Buildings
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 hit
08
Uses visual callout/magnification to prove a point.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The StruggleLoop · Zoom In1 hit
09
The slide uses visual evidence to challenge a previous claim by showing the context of an image.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The StruggleLoop · Zoom In1 hit
10
Uses visual evidence to imply a connection between FTAI and a sanctioned or restricted entity in Iran.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The StruggleLoop · Zoom In1 hit
16
Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Thesis HeadlineLoop · Zoom In1 hit
17
Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Thesis HeadlineLoop · Zoom In1 hit
18
The slide highlights two groups of borrowers (Group A and others) and their sensitivity to SOFR rates.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Thesis HeadlineLoop · Zoom In1 hit
06
Includes a table calculating production volume based on sales, inventory build, and assumed PHA content.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
07
The slide uses inventory turnover and production capacity data to challenge the company's narrative regarding production bottlenecks and partnership demand.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Zoom In1 hit
08
This is a text-heavy research note slide focusing on debunking company claims.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Zoom In1 hit
09
The slide contrasts corporate R&D realities with investor expectations.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Zoom In1 hit
10
The slide is part of a short-seller report (likely) critiquing Danimer Scientific's marketing claims.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Zoom In1 hit
04
Includes a table showing eHealth Medicare Advantage Churn metrics from FY16 to FY19.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Critique of EHTH's Business PracticesLoop · Zoom In1 hit
05
The slide explains the sensitivity of LTV calculations to churn assumptions and provides a methodology for calculating implied churn.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Critique of EHTH's Business PracticesLoop · Zoom In1 hit
06
The slide uses tables to demonstrate that eHealth's churn assumptions imply unrealistically long customer lives, leading to an overstated commissions receivable balance.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Critique of EHTH's Business PracticesLoop · Zoom In1 hit
07
The slide uses expert testimony to argue that the company's growth strategy relies on low-loyalty customers, creating a churn-heavy business model.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Critique of EHTH's Business PracticesLoop · Zoom In1 hit
04
The slide uses a narrative of 'exposing' management's claims by contrasting them with external market data and government policy changes.Olam International (OLAM) · Muddy Waters
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
05
The slide uses a quote from Kenneth Lay (Enron) to frame the argument against Olam's reliance on E&Y.Olam International (OLAM) · Muddy Waters
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
03
The slide shows two bar charts comparing financial margins for 7 companies plus an average.Man Wah Holdings (1999.HK) · Carson Block
Research note Short seller Beat · Peer BenchmarkLoop · Zoom In1 hit
04
The slide uses a grouped bar chart to compare four financial metrics. The text suggests potential accounting irregularities or tax optimization strategies at Man Wah.Man Wah Holdings (1999.HK) · Carson Block
Research note Short seller Beat · Peer BenchmarkLoop · Zoom In1 hit