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The slide uses a hub-and-spoke diagram to visualize 'guilt by association' through red boxes and bidirectional arrows.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller Loop · Iceberg1 hit
35
The slide uses a screenshot of a social media platform to imply a conflict of interest or lack of independence.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
The slide uses a comparison table to frame the current target (TEM) by associating it with past successful short targets.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Situation & ContextLoop · Precedent1 hit
08
The slide uses a narrative-heavy approach to expose potential fraud or financial engineering in corporate partnerships.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution & Approach1 hit
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Uses a quote from Leonsis to contrast with the SEC's findings of round-tripping fraud.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
33
Uses a 'smell test' argument to frame the financial provision as suspicious.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
36
The slide uses a 'guilt by association' narrative structure, common in activist short reports.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
43
The slide uses a 'cookie jar' metaphor to describe the accounting practice.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Evidence & ProofLoop · Aha Moment1 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
04
The slide uses a precedent table to establish credibility by showing past successful short research campaigns.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Situation & ContextLoop · Precedent1 hit
21
Uses a screenshot of a Bunge investor presentation as evidence of the company's defensive posture.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Solution & ApproachLoop · Pattern Hunter1 hit
23
The slide uses a table format to present Q&A pairs from an expert interview.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
27
Uses a combination of executive interview quotes and external market research to build a case for business risk.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
41
The slide uses a 'ceo-quote-contradiction' framework to contrast management rhetoric with underlying strategic intent.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Before After1 hit
58
The slide uses red highlighting to emphasize negative outcomes (market share loss, integration challenges) and green for positive/neutral observations.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
02
The slide uses a timeline framework to illustrate the company's history and transition from traditional consulting to AI-driven solutions.Adoptar IA cuesta cultura, no cabezas · anlak
Consulting deck Vendor thought leadership Beat · Situation & ContextLoop · Maturity Curve1 hit
16
DocGo | SPAC Presentation Deck | 28 slidesDocGo | SPAC Presentation Deck | 28 slides · DocGo
Pitch deck Investment bank Beat · Team1 hit
248
The slide uses a dual-axis chart to imply a causal relationship between executive compensation and board interlocks.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
31
Includes a footnote explaining the discounted price target calculation.Evercore | Investment Banking Pitch Book | 37 slides · Evercore
Consulting deck Investment bank Beat · Evidence & Proof1 hit
07
The slide is a transcript of testimonials/interviews, likely from a documentary or legal deposition.Herbalife, Ltd. (HLF) · 01_Pershing_Square
Other Activist investor Beat · The BridgeLoop · Confession1 hit
08
The slide uses a two-column layout: board members on the left, and logos of companies/shareholders on the right.Freightos | SPAC Presentation Deck | 49 slides · Freightos
Pitch deck Investment bank Beat · Market Size1 hit
219
Contains pricing information (USD 170 + 20.75% tax) and payment policy (Russian credit cards not accepted).Accor SA (AC) · Grizzly Research
Research note Short seller 1 hit
07
The slide uses a split layout: founder bio on the left, executive team list with logos on the right.Momentus | SPAC Presentation Deck | 38 slides · Momentus
Pitch deck Investment bank 1 hit
22
Uses heavy use of yellow highlighting for emphasis on critical quotes.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The Struggle1 hit
08
The slide uses a narrative structure to build a case against the company by citing specific regulatory actions and investigations.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
09
The slide highlights Inteliquent's disproportionate involvement in illegal robocall traffic compared to peers.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
10
The slide uses direct quotes from AG letters to quantify the scale of robocalls facilitated by Inteliquent.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
19
The slide uses a narrative-driven approach to frame Sinch's business model as complicit in fraud, contrasting it with industry standards and regulatory requirements like STIR/SHAKEN.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
368
The slide highlights the physician's skepticism and the administrative hurdles faced with the drug Vykat.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
71
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit