slides · global inventory
Expose Gap
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 359
Current window 181-210
Pages 12
Rows per page 30
Slide function
181-210 of 359
63
Uses comparative disclosure analysis to justify reclassification of expenses.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller 1 hit
47
The slide uses a red highlight to draw attention to the 8% margin of Pioneer Power and the adjusted 11.1% LTM EBITDA margin.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
69
The slide uses a 'villain' framing (Limbach) vs 'hero' peers (FIX, EME) to argue for a lack of transparency.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
78
The slide uses a red line to visually connect Limbach's position across the two tables, emphasizing the decline.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
37
The slide uses a mix of news snippets and clinical study results to demonstrate that competitors have already achieved FDA clearance and multi-sensor capabilities.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
07
The slide uses a combination of technical critique and competitive intelligence (QuantaMatrix interview) to undermine the value proposition of the Pheno system.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Problem (Identify pain)Loop · Zoom In1 hit
13
The slide uses a 'reality adjustment' framework to challenge the company's TAM claims.Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit
17
The slide uses external data (CDC, NEJM, American Thoracic Society) to challenge the company's market sizing assumptions.Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
05
Includes two quotes from industry figures to support the argument that recoverability testing is standard and inexpensive.Ramaco Resources, Inc. (METC) · Wolfpack Research
Research note Short seller Beat · Villain CritiqueLoop · Zoom In1 hit
16
The slide uses a negative framing to highlight business model failure.Qutoutiao, Inc. (QTT) · Wolfpack Research
Research note Short seller 1 hit
03
The slide uses a dual-axis chart to show the gap between reported AFFO and industry standard AFFO, illustrating poor dividend coverage.CTO Realty Growth, Inc. (CTO) · Wolfpack Research
Research note Short seller Beat · The Monster1 hit
15
Includes two tables showing financial adjustments for Armada Hoffler Properties and City Office REIT.CTO Realty Growth, Inc. (CTO) · Wolfpack Research
Research note Short seller Beat · The Victory1 hit
42
The slide uses a 'villain critique' style to highlight product failure and user friction.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
52
The slide highlights the 'status quo bias' and 'loss aversion' among scientists.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
63
The slide presents interview transcripts highlighting operational failures and low recovery rates.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
85
The slide uses a Q&A format to present negative expert sentiment regarding Berkeley Lights' market penetration and product efficacy.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Testimonials from Customers and Former Employees1 hit
115
The slide uses highlighted text to emphasize key pain points regarding time-to-value and customer frustration.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Testimonials from Customers and Former Employees1 hit
121
The slide presents two distinct quotes from an expert source regarding contamination issues.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Testimonials from Customers and Former Employees1 hit
55
The slide uses a calculation of daily doses sold based on revenue and price to derive a rate, then compares this against historical data from a Lancet study.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit
90
The slide uses a Q&A transcript format to validate a negative thesis about the viability of H3 receptor programs.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
126
The slide uses a table to expose data inconsistencies and safety risks, framing the variability as a 'red flag' regarding the drug's safety profile.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
257
Includes highlighted text emphasizing the shift in sentiment from bullish to skeptical.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
365
The slide uses direct Q&A transcripts to validate the thesis that the product has hit a growth ceiling.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
28
The chart uses a logarithmic scale for Alexa rank, where lower values (higher on the chart) indicate higher traffic.GSX Techedu (GSX) · Grizzly Reports
Research note Short seller Beat · Peer Gap1 hit
07
The slide argues that IIPR's portfolio quality is deteriorating due to reliance on weaker credit tenants.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Beat · Villain Critique1 hit
307
The slide uses expert testimony to build a bearish case against the incumbent (TransMedics).TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
315
The slide uses direct quotes from a transplant surgeon to validate the thesis that TransMedics is at risk of being rendered obsolete by competitors.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
318
The slide uses a combination of cost comparison and technical diagrams to argue for the obsolescence of the subject company's core product.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
23
The slide combines two distinct arguments: financial impropriety (insider loans) and operational inefficiency (low crop yields compared to peers).Trulieve Cannabis Corp (TRUL) · Grizzly Reports
Research note Short seller 1 hit
205
The slide uses a Q&A format to validate the thesis that Twist faces an existential threat from new market entrants.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit