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05
The slide uses a bar chart to show peer performance and a line chart to show consensus stability to undermine management's stated reasons for the downgrade.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Loop · Zoom In1 hit
08
The slide presents qualitative evidence from industry interviews and literature to argue against the economic viability of the Pheno system.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Problem (Identify pain)Loop · Zoom In1 hit
09
The slide uses a Q&A format to present anecdotal evidence from industry reps and a physician to challenge the market value of rapid diagnostic systems.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Problem (Identify pain)Loop · Zoom In1 hit
05
The slide uses a 'before-after' style comparison of targets vs actuals to frame the company's failure to deliver.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Zoom In1 hit
06
The slide uses a line chart to visualize the gap between the $60 target and actual stock performance over time.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 hit
07
Uses a network diagram to visualize board interconnections and proxy report excerpts to substantiate claims of poor governance.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 hit
08
The slide uses a visual diagram to illustrate the conflict of interest between the CEO and the board member.Huntsman Corporation (HUN) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Agitate (Make it worse)Loop · Zoom In1 hit
09
The slide uses a bear icon, likely indicating a short-selling thesis or bearish outlook on the subject.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Beat · Villain CritiqueLoop · Zoom In1 hit
10
Includes a bear icon, likely representing a short-seller thesis.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
11
Includes a photographic site visit as evidence of the contradiction between disclosed construction schedules and reality.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
12
Includes a Gantt chart for construction phases and investigative text questioning the financial relationship between IIPR and PharmaCann.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
13
Includes a bear logo (likely short-seller branding), sales history table, Google Maps screenshot, building permit table, and tax information table.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
14
The slide uses a bear icon, likely indicating a short-selling thesis.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
15
The slide uses a bear icon, suggesting a bearish investment thesis.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
16
The slide uses a stock price chart to visually anchor the timing of the lease agreement against the company's decline.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
17
Includes a screenshot of a growth facility at 1500 Esperanza Street, contradicting the claim that it is a retail dispensary.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
18
Includes a historical stock price chart with a specific annotation for the IIPR lease date.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
05
The slide uses a bar chart to highlight a divergence between official SEC filings and local Chinese SAIC filings, suggesting financial manipulation post-acquisition.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
06
The slide uses a table to break down the purchase price allocation of the Ganji acquisition, specifically highlighting the $2.6B goodwill figure.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
07
Includes a table of pro forma revenue impact and an organizational chart highlighting Ganji's economic interest flow.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
08
The slide highlights a significant revenue drop for a key VIE entity, suggesting potential financial deterioration or accounting shifts.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
09
The slide uses a red arrow to visually emphasize the sharp revenue drop-off.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
10
The slide uses a 'Grizzly' bear logo, suggesting this is from a short-seller research report.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
11
The slide uses two distinct data sources (Baidu Index and Alexa Traffic Rank) to demonstrate the decline of Ganji post-acquisition.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
12
The slide uses a 'Grizzly' research note format to highlight a valuation discrepancy and potential management dishonesty.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
13
The slide uses a series of tables showing shareholder lists from 2015-2018 to demonstrate the disappearance of the founder's name.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
14
The slide uses a 'fraud-exposure' framework to cast doubt on the auditor's independence and thoroughness.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
04
Uses a 'fraud-exposure' style of investigative research.ZJK Industrial (ZJK) · White Diamond Research
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
05
Source image /tmp/legacy-images/119f785c139d/slides/005.jpg not found on disk; cannot inspect.ZJK Industrial (ZJK) · White Diamond Research
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
06
The slide uses a 'before-after' style comparison of search results to demonstrate the absence of ZJK in the partner database.ZJK Industrial (ZJK) · White Diamond Research
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit