slides · global inventory
Name Villain
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,296
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Slide function
331-360 of 1,296
04
The slide uses a narrative structure to discredit the CONVERGE IDE trial results by highlighting procedural flaws and superior alternatives.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The Monster1 hit
09
The slide uses a rhetorical framing of 'willing accomplice' to characterize the relationship between the subject company and its partner.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Loop · Aha Moment1 hit
12
Uses a Monopoly 'Go Directly to Jail' card as a visual metaphor for the company's legal risk.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Loop · Cost Of Inaction1 hit
06
The slide uses a specific asset to illustrate a broader thesis of accounting manipulation.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
21
Uses a still from National Lampoon's European Vacation as a visual metaphor for the subject.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
09
The slide contrasts past leadership failures with current leadership's forward-looking statements.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Solution (Provide relief)1 hit
02
The slide uses a 'villain critique' structure to frame the short thesis, combining visual evidence (photos, documents) with financial data.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Villain Critique1 hit
05
This is a research note detailing allegations of financial malfeasance.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
24
This is a research note page focusing on forensic accounting red flags regarding Eurofins' capital expenditure and acquisition patterns.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
46
The slide uses a quote-like structure to frame the critique of the acquisition.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
04
This is a page from a short-seller research report criticizing Danimer Scientific (DNMR).Danimer Scientific (DNMR) · Carson Block
Research note Short seller Beat · Complication1 hit
11
The slide functions as a short-seller research note, highlighting operational inconsistencies and potential management deception.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Beat · Villain Critique1 hit
02
Includes quotes from a former HASI executive to support the critique.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller Beat · Critique of HASI1 hit
19
The chart compares Sunrun's creation cost against NREL residential PV installed cost benchmarks.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
03
This is a short-seller research note page focusing on corporate governance and potential fraud.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Call1 hit
31
This slide is part of an activist short report by Muddy Waters Capital.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
32
Uses expert/former employee testimony to undermine management's technical credibility.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
33
Uses expert/insider testimony to undermine the company's technological moat.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
34
The slide relies on anecdotal evidence from former employees to support the 'Weak Technology' thesis.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
36
Uses expert/insider testimony to undermine the company's strategic pivot.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
42
The slide uses a regulatory argument to undermine the company's valuation, framing the company as incompetent ('The Gang That Couldn't Shoot Straight').XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
43
Uses testimonial evidence to undermine the company's valuation thesis.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
45
XL Fleet (XL)XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
50
Uses testimonial-style quotes from former employees to validate the competitive threat thesis.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Problem Statement1 hit
52
The title 'What Blue Skies?' is ironic, suggesting the company's optimistic outlook is unfounded due to regulatory headwinds.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Problem Statement1 hit
02
The slide uses quotes from Deutsche Bank, Tianfeng Securities, and Bloomberg to build a bearish case against NIO based on Tesla's pricing power.NIO Inc. (NIO) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
03
This is a research note from Citron Research criticizing Peloton's competitive moat regarding its hardware.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
04
Includes a specific example of a competitor's (ProForm) aggressive pricing strategy to illustrate market saturation.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
08
The slide uses a 'villain' framing to attack the CEO's integrity and management practices.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
10
The slide uses a skeptical tone to argue that Peloton's valuation is disconnected from reality and that management is preparing to exit.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The StruggleLoop · Hypothesis Test1 hit