slides · global inventory
Expose Contradiction
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Matching slides 14,162
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52
Uses red boxes and arrows to highlight the increase in committed capacity and the new $600m borrowing.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
53
The slide uses a 'before-after' style comparison of narrative disclosures alongside a data table to highlight a change in business risk profile.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
55
The slide uses a red callout box to emphasize the contradiction between the 2022 deal presentation and the 2024 pro forma financials.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
56
The slide uses a red box and arrow to highlight the restatement of 2021 revenue and the adjustment of 2024 pro forma revenue.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
57
Uses a 'CEO Quote Contradiction' framework to highlight the gap between management rhetoric and observed data.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
58
The slide uses red highlighting to emphasize negative outcomes (market share loss, integration challenges) and green for positive/neutral observations.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
59
The slide uses a red box callout to emphasize the specific accounting discrepancy.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
60
The slide uses a scenario table to demonstrate how accounting changes (PP&E revision) could have artificially boosted EPS.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
61
Uses a waterfall chart to bridge 2026 EPS to 2030 target, and a table to demonstrate the math gap in synergy benefits.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
63
Uses a table to show historical shareholder percentages and highlights the 'Decaying insider alignment' trend.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
66
The slide uses a red arrow annotation to highlight the divergence between the rising valuation multiple and the underlying business performance.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
69
The slide uses a 'bridge' style logic to adjust Bunge's reported figures to a more conservative Spruce Point view.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
05
The slide uses a 'Hollywood' justification metaphor to describe analyst behavior. It includes a specific chart of rating history and references SEC filings and earnings calls.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose ContradictionLoop · Analogy1 hit
06
This slide functions as a 'villain critique' or 'fraud exposure' document, systematically dismantling company claims.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose ContradictionLoop · Analogy1 hit
07
The slide uses a mix of narrative and bulleted evidence to argue that Caesarstone's financial statements are potentially misrepresented.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose ContradictionLoop · Analogy1 hit
08
Uses a metaphorical image of Thor and a cockroach to illustrate the 'disappearing' bull case.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose ContradictionLoop · Analogy1 hit
09
The slide uses investigative channel checks to debunk a company's growth narrative.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose ContradictionLoop · Analogy1 hit
11
This is a research note slide presenting evidence of operational failures and competitive disadvantage.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose Contradiction1 hit
12
Includes a table snippet of agent data and a map graphic showing Silestone's agent count.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose Contradiction1 hit
13
The slide highlights potential accounting risks related to inventory impairment and inaccurate reseller network reporting.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose Contradiction1 hit
03
Uses excerpts from a PwC Monitor report to contradict the valuation of the acquired assets.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
04
This is a research note from Bonitas Research highlighting non-disclosure and industry context regarding mining licenses.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
06
The slide uses excerpts from financial reports to challenge the company's asset valuation.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
07
The slide uses a table to contrast company-reported data against regulatory records to prove financial misrepresentation.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
09
Includes a direct excerpt from ISA regulations regarding termination of sponsorship.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
10
The slide highlights the shift in director nationality from Tonga to Australia/Canada, likely to imply a lack of local substance or control.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
11
The slide uses a screenshot of a Kitco News interview and technical diagrams to establish a link between the current company and a failed predecessor.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The Monster1 hit
12
The slide uses direct excerpts from legal/financial documents to challenge corporate claims.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The Monster1 hit
13
Includes a red-boxed callout highlighting allegations of systematic attacks on financials by major shareholders.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The Struggle1 hit
14
The slide uses a network diagram to visualize the connections between Matthias Bolliger and several USM-branded entities.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The Struggle1 hit