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The slide serves as a case study to demonstrate Pershing Square's ability to execute complex private transactions.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
13
The slide uses a 'guilt by association' framework to cast doubt on Bunge's management.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · Myth Buster1 hit
15
The slide uses a 'before-after' style comparison of deal terms to highlight financial deterioration or reporting friction.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Problem & ComplicationLoop · Myth Buster1 hit
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The slide uses a narrative structure to connect geopolitical tensions with specific industry impacts on Bunge and U.S. agriculture.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Zoom In1 hit
56
The slide uses a red box and arrow to highlight the restatement of 2021 revenue and the adjustment of 2024 pro forma revenue.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
10
The slide uses a red arrow shape to point towards the image of athletes, emphasizing momentum.American Ultimate Disc League | Start Up Pitch Deck | 25 slides · AUDL
Pitch deck Investor relations Beat · Solution1 hit
18
The slide highlights the distribution channel strategy by showcasing logos of major retail partners.AppHarvest | SPAC Presentation Deck | 29 slides · Cowen
Pitch deck Investment bank Beat · SolutionLoop · Cost Of Inaction1 hit
26
This page serves as a collection of endnotes/footnotes for a research report, specifically highlighting discrepancies in capex reporting and management's communication regarding cash flow metrics.CTO Realty Growth, Inc. (CTO) · Wolfpack Research
Research note Short seller 1 hit
07
The slide highlights scientific credibility through a list of published studies and regulatory approval.Celsius Holdings | Investor Presentation Deck | 41 slides · Celsius Holdings
Pitch deck Investor relations Beat · Solution1 hit
181
The slide uses a quote to preemptively address and dismiss concerns about market share erosion.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
30
Howard Hughes Holdings Inc. (HHH)Howard Hughes Holdings Inc. (HHH) · William Ackman
Activist deck Activist investor 1 hit
23
Uses a CEO quote and a screenshot of a past presentation to establish a pattern of broken promises.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Aha Moment1 hit
21
The slide uses a two-column list structure to contrast execution strategy with technical specifications.Lordstown Motors | SPAC Presentation Deck | 40 slides · Lordstown Motors
Pitch deck Investment bank Loop · Cost Of Inaction1 hit
34
The slide uses a two-column layout to map Holman's business units to specific support activities for Lordstown.Lordstown Motors | SPAC Presentation Deck | 40 slides · Lordstown Motors
Pitch deck Investment bank 1 hit
03
The slide uses yellow highlighting to emphasize the most damaging claims within the quotes.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
37
Uses historical precedent to argue for buying opportunities during market panics.Pershing Square | Activist Presentation Deck | 39 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · The Victory1 hit
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The slide uses a visual hierarchy to explain a proprietary classification system.Schroders | Investor Day Presentation Deck | 84 slides · Schroders
Deck Investor relations Loop · Cost Of Inaction1 hit
03
Sinch AB (SINCH)Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)1 hit
06
The slide highlights Inteliquent as a key revenue driver for Sinch, supported by historical revenue data and acquisition financial disclosures.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Build Up1 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
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
11
The slide uses a combination of legal precedent (class action excerpt) and crowdsourced data (YouMail, Scammer.Info) to build a case against the company.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
13
The slide uses external anecdotal evidence (Reddit, Scammer.Info, BBB) to build a case against the company's reputation.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
15
The slide uses a case study approach to expose a company's lack of communication and failure to mitigate fraud.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Voice Of Customer1 hit
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The slide uses quotes from a 'Demurrage report' to bolster the argument that Sinch is failing to address fraud.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Voice Of Customer1 hit
17
The slide uses a qualitative argument supported by LinkedIn SalesNavigator search data to frame Sinch as under-resourced in critical compliance functions compared to its peer, Twilio.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Capability Gap1 hit
69
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
27
The slide uses investigative research to expose a gap between public PR and private sentiment regarding Lasertec's technology performance at Intel.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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The slide uses investigative reporting techniques to build a case for corporate fraud.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Victory1 hit