slides · global inventory
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Tool collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 8,104
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Pages 271
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3,331-3,360 of 8,104
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The slide uses a table-based comparison to argue that Samsara's hardware is not unique or high-margin.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
60
Uses a 2x2 matrix to frame a logical trap for the company's business model.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
29
The table highlights that Enfusion's EV/EBITDA multiples (28.1x 2024E) are significantly higher than the peer average (14.4x), despite lower EBITDA margins.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Resolution1 hit
66
The table highlights WSP's premium valuation multiples (EV/Sales and EV/EBITDA) relative to peers.WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
40
Uses a red-themed comparison table to frame Mailchimp as a lower-quality asset.Intuit Inc. (INTU) · Ben Axler
Activist deck Short seller Loop · Iceberg1 hit
61
The slide uses a red box callout to emphasize the IUL dominance. The chart shows a clear CAGR of 8% over the period.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
17
The slide uses a comparison framework to argue against the company's 'all prostates' vision.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Cost Of Inaction1 hit
54
The table highlights a potential red flag regarding corporate governance or accounting transparency.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
60
The slide uses a yellow highlight for Ambry to visually distinguish it as the subject of the critique.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Benchmark Gap1 hit
18
The slide uses a combination of market capacity data and pricing comparisons to challenge the investment thesis of the target company.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
15
The slide uses a timeline diagram and a comparison table to challenge AXDX's claimed 75% time advantage.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Agitate (Make it worse)1 hit
07
This is a short-seller research note exposing a contradiction between company projections and underlying developer performance data.Skillz, Inc. (SKLZ) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction1 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
03
The slide provides a snapshot of the company's market share, 2006 estimated financials, and valuation multiples.Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
49
Borders Group, Inc. (BGP)Borders Group, Inc. (BGP) · William Ackman
Conference presentation Activist investor 1 hit
21
The slide uses a screenshot of a Ceres Power corporate slide to highlight the gap between their projected $1bn opportunity and the firm's negative outlook.Ceres Power Holdings plc (CWR) · Grizzly Research
Research note Short seller 1 hit
80
The slide uses a visual comparison to emphasize a competitive advantage in hardware miniaturization.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 1 hit
41
The text argues that the TAM is small and growth is constrained by the limited number of customers and their specific adoption patterns.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Technical issues with Lasertec's products1 hit
78
レーザーテックが両指標で突出していることを強調する比較表。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Loop · The Reveal1 hit
137
The slide uses a technical diagram of an ASML machine with annotations pointing to specific components (mask/reticle stage and wafer stage).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
06
オリンパス事件を前例として引き合いに出し、レーザーテックの棚卸資産比率が業界平均から大きく乖離していることを強調している。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Loop · Logic Chain1 hit
20
The slide uses a before-and-after adjustment to reclassify EBITDA, highlighting the underlying value of the brand versus company-operated restaurants.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
14
The slide highlights Nevro's underperformance compared to its peers in the top 50 medtech companies by market cap.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
23
The slide uses a peer comparison table followed by two separate valuation build-up tables to derive a target price.Playtika Holding Corp. (PLTK) · Grizzly Research
Research note Short seller Loop · Cost Of Inaction1 hit
65
Includes Google Street View imagery as evidence of property status.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction1 hit
41
The slide uses a highly critical, bearish tone, framing Lasertec's growth as ephemeral and its technology as non-production-worthy.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Victory1 hit
42
This is a page from a technical interview guide for finance roles.N/A · 10X EBITDA
Other Short seller Loop · Golden Circle1 hit
45
This page appears to be an excerpt from a larger technical guide, formatted as a FAQ or study guide.N/A · 10X EBITDA
Other Short seller Loop · Golden Circle1 hit
49
This appears to be a page from a technical interview study guide.N/A · 10X EBITDA
Other Short seller 1 hit
27
The slide uses two bar charts to illustrate margin trends and includes a direct quote from the company's earnings release to explain the Q1 2015 anomaly.58.com Inc. (WUBA) · Grizzly Reports
Research note Short seller Loop · Mece Breakdown1 hit