slides · global inventory
Diagnose Problem
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 2,245
Current window 811-840
Pages 75
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Slide function
811-840 of 2,245
04
This is a classic activist short-seller research note slide.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Ordinary World1 hit
08
The slide uses numbered red flags (5 and 6) to denote specific points of contention.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
41
The slide uses a combination of qualitative narrative and quantitative customer concentration data to undermine the company's growth thesis.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
104
The slide uses a direct citation from a technical paper to validate the claim of a 'long-standing obstacle'.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
124
The slide uses expert testimony to validate the claim of low reliability.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
131
The slide uses a Q&A format to validate the claim of a two-week replacement cycle.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
05
The slide uses a yellow background to highlight the core argument of financial misstatement.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Executive Summary1 hit
16
Includes a table overlaying the chart detailing revenue misses/surprises for 2024.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
06
The slide uses a yellow background to highlight the text, typical of Spruce Point's aggressive short-seller report style.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
08
The slide uses a structured table format to present qualitative arguments against management's track record and project viability.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
13
The slide uses a table-like structure to map specific categories of concern to detailed descriptions.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
21
The slide uses a map to show distance and screenshots of company presentations to highlight the 'conceptual' nature of the project.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
22
Uses a before-after framing to contrast corporate messaging with public sentiment.Nova Minerals Limited (NVA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
09
The slide uses a 'villain' framing by contrasting Bunge's stated commitment to transparency with specific accounting practices.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · So What Cascade1 hit
17
The slide uses a 'villain' framing by characterizing the company's strategy as 'asset churning' and a 'challenged roll-up'.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Solution & ApproachLoop · Pattern Hunter1 hit
31
The slide uses strong, emotive language ('flop', 'scathing', 'mind-numbingly difficult') to frame the problem.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of ContradictionsLoop · Cost Of Inaction1 hit
33
The slide uses strong, emotive language ('debacle', 'farce', 'tricked', 'loathes') to frame the product as a failure.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of ContradictionsLoop · Cost Of Inaction1 hit
35
The slide presents qualitative expert testimony to build a case against the target company's product viability.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of ContradictionsLoop · Cost Of Inaction1 hit
36
The slide uses a 'villain critique' style to undermine the value proposition of the BLI machine through expert testimony.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
37
The slide highlights significant customer dissatisfaction, specifically citing high upfront costs, high maintenance, low usage rates, and failure to deliver promised time savings.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
39
The slide uses a 'villain' narrative style to discredit the technology through expert testimony.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
44
The slide uses a 'villain' framing technique to highlight product deficiencies through expert testimony.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
45
The slide uses a Q&A format to validate the difficulty of the instrument and the resulting headcount requirement.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
54
The slide uses direct quotes to frame the problem of usability and ecosystem integration.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
56
The slide uses a series of bulleted quotes to build a case against the company's current go-to-market strategy.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
88
The slide uses a series of pull-quotes to highlight specific pain points regarding instrument reliability and algorithmic performance.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Testimonials from Customers and Former Employees1 hit
101
The slide uses a Q&A format to validate the high cost of ownership and operational friction.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Testimonials from Customers and Former Employees1 hit
107
The slide uses a Q&A format to validate the thesis that the product is overpriced and has a niche market.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Testimonials from Customers and Former Employees1 hit
116
The slide uses a Q&A format to validate the claim that the instrument is difficult to use and counter-productive to project speed.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Testimonials from Customers and Former Employees1 hit
01
The slide uses a 'villain' framing by highlighting management inconsistencies, competitive threats, and operational failures.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller 1 hit