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The slide uses a red box to highlight the Q4 2023 growth collapse and a corresponding callout box to emphasize the decline.Enfusion, Inc. (ENFN) · Spruce Point Capital Management
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
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Uses a callout box to explain the accounting logic (Level 3 assets) and points to the financial tables.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
38
Uses a visual comparison of two payment flows to illustrate the accounting maneuver.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
44
The slide uses a screenshot of a Google AI Overview as an authoritative source to challenge the target company's accounting.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
68
Uses a before-after framing to highlight a contradiction in the company's narrative regarding their product's nature.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
69
The slide uses a before-and-after comparison to suggest unethical business practices by the company.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
73
Includes callouts to Bloomberg and Yahoo Finance data sources and critical commentary on specific line items.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Impact & Next StepsLoop · Benchmark Gap1 hit
09
The slide uses a 'villain' framing by contrasting Bunge's stated commitment to transparency with specific accounting practices.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · So What Cascade1 hit
12
The slide uses a line chart with annotations to suggest that Bunge's stock performance is disconnected from operational reality.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · Myth Buster1 hit
22
Uses red 'X' marks on the 2020 slide to visually emphasize departed leadership.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Solution & ApproachLoop · Pattern Hunter1 hit
28
Uses a table to highlight the contrast between peer commentary and Bunge's lack of disclosure.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
40
Uses red boxes and callouts to annotate a screenshot of a Bunge investor presentation slide.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
44
Uses a 'CEO/CFO quote vs. data' structure to highlight hypocrisy.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
50
Uses a CEO quote to contrast with the poor financial performance shown in the table.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 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
64
The slide uses a table to expose the 'consensus' view as a potential error or over-optimism.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
15
The chart uses a waterfall-style visualization to compare different valuation approaches and their respective ranges.Evercore | Investment Banking Pitch Book | 37 slides · Evercore
Consulting deck Investment bank Beat · Evidence & ProofLoop · Scenario Fork1 hit
21
Includes two distinct tables: Conventional Assets Trading Peers and Ultra-Deep Assets Trading Peers.Evercore | Investment Banking Pitch Book | 37 slides · Evercore
Consulting deck Investment bank Beat · Evidence & ProofLoop · Benchmark Gap1 hit
05
This appears to be a transcript from a documentary or investigative report regarding Herbalife's business practices.Herbalife, Ltd. (HLF) · 01_Pershing_Square
Other Activist investor Beat · Current Reality (Pain)Loop · Confession1 hit
112
Part of the Netflix Culture Deck.Netflix culture code · netflix-culture-code
Deck Investor relations 1 hit
24
Soundstripe culture deckSoundstripe culture deck · soundstripe-culture-deck
Deck Investor relations Beat · Challenges & Allies1 hit
34
The slide uses anecdotal evidence from an ex-Lasertec field service engineer to support the thesis that Lasertec's technology platform is fundamentally flawed.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
19
Includes a highlighted 'Selected Range' for P/NAV multiples.TD Securities | Investment Banking Pitch Book | 40 slides · TD Securities
Consulting deck Investment bank Beat · Solution & ApproachLoop · Precedent1 hit