slides · global inventory
Before After Bridge
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Matching slides 3,276
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1,081-1,110 of 3,276
82
Uses a dual-axis line chart to show stock price vs valuation multiple over time, highlighting a divergence.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
38
The slide uses a visual before-after comparison to highlight a specific text deletion.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
39
Uses a red box and arrow to highlight the specific text deletion.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
40
Uses a red arrow to highlight the specific text deletion.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
15
Uses dual charts to show the correlation between industry cycles and company performance, highlighting the 2012 acquisition point.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Aha Moment1 hit
20
Uses specific company announcements to demonstrate market self-correction.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
04
The slide outlines the investment thesis for ACMR, focusing on the shift toward domestic Chinese semiconductor equipment self-sufficiency and the company's expansion into new product categories and global markets.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Problem1 hit
16
The table highlights ACMR's current penetration into the top 20 global semiconductor capital spenders, emphasizing the 'virtuous cycle' of customer acquisition.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Solution1 hit
09
The chart shows a steady, aggressive upward trend in valuation per square meter, contrasting with the narrative of stagnant building quality.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
03
This is a text-heavy research note page documenting specific instances of corporate fraud.Duoyuan Global Water Inc. (DGW) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
28
The slide uses a 'low bar' argument to suggest upside potential for investors.Six Flags Entertainment Corp. (SIX) · Land & Buildings
Activist deck Activist investor Loop · Cost Of Inaction1 hit
53
The slide uses Nidec's own presentation materials to point out internal contradictions and forecasting failures.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
08
The slide uses visual evidence of wall collapse to argue that the company is underestimating the cost and scale of necessary repairs.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Before After1 hit
22
The slide uses a table to highlight resource increases while the surrounding text casts doubt on the methodology and the individuals responsible for the estimates.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
10
The slide uses a pie chart to segment user behavior into bot categories, specifically highlighting the 'Early Joiner' segment.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
18
The slide uses a bar chart to compare HASI's discount rate against high yield and investment grade spreads in 2015 vs 2021.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
23
The slide argues that insurance is insufficient due to potential fraud exclusions and valuation gaps between claimed FMV and market/cost approaches.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
60
Uses a 'However...' transition to pivot from brand equity to growth underperformance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
84
Uses a before-after framing to suggest a strategic pivot in brand presence.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
85
Uses a before-after framing to contrast current friction with proposed digital solution.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
87
Uses a before-after framing to justify a new retail strategy.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
87
The slide uses a 'before-after' structure to contrast current retail limitations with a proposed experiential marketing solution.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
10
Uses a combination of a grouped bar chart for peer ROIC and an area chart for revenue opportunity.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
77
The chart shows a downward trend in working capital metrics (both percentage and absolute value) from 2023 to 2027.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
116
The table compares base, STI, RSU, and PSU components to show a higher total max payout in the proposed plan.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
16
The slide uses a 'preempt_rebuttal' approach by exposing the hidden dilution math behind Riot's acquisition proposal.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller 1 hit
21
The slide uses a combination of a time-series line chart and three bar charts to demonstrate the divergence between market valuation and fundamental business performance.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
57
The slide illustrates a complex corporate spin-off mechanism involving multiple entities (SCT, SEC, SDI, SDS, S-Bio).Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
58
The slide uses a before-and-after diagram to illustrate the structural change in the Samsung Group entities.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · Solution1 hit
99
Uses a before-after framework to contrast legacy client/server software with modern SaaS integration.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit