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Thesis Archetype
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361-390 of 986
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The slide uses a two-column layout with key themes on the left and detailed supporting arguments on the right.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
34
Includes a callout box highlighting specific prospectus risks and an image of a Congressional letter.MSCI Inc. (MSCI) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
28
The slide uses a pie chart to visualize analyst sentiment distribution, highlighting a split between buy and sell ratings.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
06
The slide uses a yellow background for the main body and a red footer for a specific counter-argument regarding Berkshire Hathaway's position.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
11
The slide uses a narrative-heavy format to build a case for short-selling based on governance, accounting, and valuation concerns.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
123
The slide uses a table of analyst ratings and a pie chart to visualize the consensus, contrasting it with the activist's bearish thesis.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
06
The slide uses a standard activist short-seller report format, combining forensic accounting allegations with fundamental business analysis.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Loop · Logic Chain1 hit
07
The slide is a dense text block summarizing the core arguments of an activist short report.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Loop · Logic Chain1 hit
05
This is a classic activist short report summary slide.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · Complication1 hit
06
The slide uses a red border to emphasize the 'Strong Sell' thesis. It combines historical context (2002 fee cut) with current ESG and financial performance data.Erie Indemnity Company (ERIE) · Spruce Point Capital Management
Research note Short seller Beat · Complication1 hit
54
Includes a red box highlight on the 52% penetration metric and the actual handpiece units sold row, with an arrow connecting them.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Mece Breakdown1 hit
07
The slide uses a list of bullet points to detail specific 'Recent Bearish And Concerning Developments' from 2021 to 2025.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
37
The slide uses yellow highlighting to emphasize key arguments within the quote.Clear Secure, Inc. (YOU) · Spruce Point Capital Management
Activist deck Short seller Beat · Spruce Point presents its thesis and evidence1 hit
06
The slide serves as a cover/introductory summary for an activist short report.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
43
Uses a combination of narrative analysis and a direct quote from an industry expert to establish a 'moat' around ASML's technology.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
01
The slide uses a 'villain' framing to justify a short position, citing specific financial metrics and legal/governance concerns.ADOMANI (ADOM) · White Diamond Research
Research note Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
10
The slide uses a critical, investigative tone to challenge management's narrative regarding M&A strategy.IonQ Inc. (IONQ) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit
52
The slide uses a red box and circle to highlight the discrepancy in the data.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
33
The slide uses a stock chart to highlight a specific event (Korean Contract Announcement) as a catalyst for price manipulation.Electro Optic Systems Holdings Limited (EOS.AX) · Grizzly Research
Research note Short seller 1 hit
45
Part of a section titled 'Developing a Response to the Company'.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
32
The slide uses a hierarchical list structure to detail the benefits of the proposed McOpCo spin-off.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
01
Grizzly Research report cover page.Playtika Holding Corp. (PLTK) · Grizzly Research
Research note Short seller Beat · AttentionLoop · Cost Of Inaction1 hit
167
QuantumScape (QS)QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
10
Includes a bear icon, likely representing a short-seller thesis.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
16
The slide uses a stock price chart to visually anchor the timing of the lease agreement against the company's decline.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
19
Includes a Grizzly Research logo (bear icon). The table highlights specific property transactions with high returns for sellers.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Loop · Iceberg1 hit
01
The slide serves as an executive summary/cover page for a short-seller research report.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)1 hit
50
This slide functions as a 'villain critique' or 'expose_contradiction' by highlighting the gap between Lasertec's market claims and customer behavior.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Victory1 hit
41
TransMedics (TMDX)TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
05
Uses a before-after framework to illustrate a corporate turnaround.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Market Size1 hit