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Expose Contradiction
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 14,162
Current window 12,601-12,630
Pages 473
Rows per page 30
Slide function
12,601-12,630 of 14,162
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This is a page from a shareholder letter by Bluebell Capital Partners criticizing BP's management.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
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This is a page from a shareholder letter by Bluebell Capital Partners, using a numbered list format to highlight management failures.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
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This is a page from an activist investor letter (Bluebell Capital Partners) critiquing BP's governance and financial credibility.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
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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
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The slide uses a quote-based critique to frame BP's management as opaque and failing to meet targets.BP plc (BP) · Giuseppe Bivona and Marco Taricco
Shareholder letter Activist investor Beat · Villain Critique1 hit
01
The slide uses a network graph to visualize the connection between ad titles, landing pages, and related entities, contrasting them with 'legitimate advertisers'.Qutoutiao, Inc. (QTT) · 60_Wolfpack_Research
Research note Short seller 1 hit
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The slide uses a 'fraud-exposure' framework to highlight discrepancies between public filings and private credit reports.Qutoutiao, Inc. (QTT) · 60_Wolfpack_Research
Research note Short seller 1 hit
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The slide uses a network graph to visualize the concentration of ad traffic, highlighting the 'abnormal' nature of QTT's ecosystem compared to a control group.Qutoutiao, Inc. (QTT) · 60_Wolfpack_Research
Research note Short seller 1 hit
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The slide uses a visual network diagram to expose undisclosed related-party transactions or ownership structures.Qutoutiao, Inc. (QTT) · 60_Wolfpack_Research
Research note Short seller 1 hit
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The slide uses a combination of a line chart for refining opex and a bar chart for midstream growth to highlight operational failures.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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Uses a 'before-after' style contradiction to highlight management failure.Phillips 66 (PSX) · 14_Icahn
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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This is a page from a research note (likely a short-seller report) detailing accounting and valuation concerns.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
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This is a page from a research note by Greenlight Capital regarding Allied Capital (ALD).Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
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This is a page from a research note by Greenlight Capital, likely part of their short thesis on Allied Capital.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
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This is a page from a research note by Greenlight Capital regarding Allied Capital.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
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This slide is a text-heavy research note page, likely from a short-seller report by Greenlight Capital.Allied Capital (ALD) · David Einhorn
Research note Activist investor 1 hit
01
This is a formal letter of correspondence acting as a shareholder communication.Wirecard AG (WDI) · Sir Chris Hohn
Shareholder letter Activist investor Beat · Situation & Context1 hit
13
Uses a dot-matrix visualization to contrast losing vs. winning trading days.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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The slide uses a 2x4 grid to present a chronological narrative of failure.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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Uses a red arrow to visually connect the chart to the contextualizing bullet points.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
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Uses a 'P&G Spin' vs 'Reality' structure to frame the argument.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
38
Uses a quote from a Barclays analyst to validate the critique of the company's strategic initiative.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
44
The slide uses a timeline of product launches and a bar chart of market share to illustrate the failure of P&G's management of the Gillette brand.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · The Reveal1 hit
01
This is a classic short-seller research note designed to frame a company as a fraud (Enron comparison).Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller Beat · Hook1 hit
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This is a page from a Citron Research short report on Valeant Pharmaceuticals.Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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Includes red annotations circling phone numbers and drawing a connection between two contact blocks.Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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This is a page from a short-seller research report (Citron Research) targeting Valeant Pharmaceuticals.Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses a 'vs.' structure to draw parallels between Enron and Valeant, implying a pattern of behavior.Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller Beat · Expose Contradiction1 hit
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Uses a historical precedent (Arthrocare) to frame the current Valeant investigation.Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
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The slide uses a historical analogy (Enron/Lay/Skilling) to frame the current Valeant situation as a deception.Valeant Pharmaceuticals International (VRX) · Citron Research
Research note Short seller 1 hit