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Logical Chain
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257
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
11
Uses a vertical red arrow as a visual anchor for the five key points.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
10
The slide uses a table of financial estimates alongside a snippet from the PINC S-1 filing to highlight a discrepancy between analyst expectations and contractual reality.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
07
This is a classic activist short thesis slide, outlining multiple pillars of concern (growth, accounting, capex).U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
84
The slide uses a vertical process flow with additive logic.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
05
This is a text-heavy research note page from Kerrisdale Capital analyzing Carvana's financial and operational health.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller 1 hit
84
Uses dual-axis charts to show that despite scaling, margins remain flat.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
19
The slide uses a sarcastic tone to critique the capital allocation strategy of oil fracking companies.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
226
This is a raw email thread printout, not a standard research slide. It documents a booking inquiry and subsequent negotiation of hotel services.Accor SA (AC) · Grizzly Research
Research note Short seller 1 hit
117
Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD)Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
29
The chart shows a dual-axis representation of autonomous fee per mile vs. trip length and autonomous driver proportion of total cost.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
19
The slide discusses the limitations of compostable plastics in waste streams, the high cost of PHAs compared to PLA/traditional plastics, and the policy shift toward reduction and reuse.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
22
The slide functions as a legal brief excerpt, using specific contract clauses and numerical projections to argue against ambiguity.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller 1 hit
22
The slide highlights potential self-dealing and undisclosed consideration in corporate transactions.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
29
The slide uses a narrative structure to expose potential regulatory arbitrage or non-compliance regarding disclosure thresholds.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
17
This is a verbatim transcript page from a corporate meeting document.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Problem & Complication1 hit
47
Transcript page 46 of a general meeting document.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Evidence & Proof1 hit
17
The slide uses a 'villain critique' style to frame management's excuses as implausible, setting up the investigative methodology.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
16
Uses quotes from internal leadership and external analysts to highlight strategic misalignment.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit
42
The slide uses financial statement excerpts to argue that management engaged in self-dealing transactions.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 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
06
The slide uses a side-by-side comparison to illustrate the 'Industry Knowledge' vs 'Data Science' components of the platform.Sensorfact: Energy and water monitoring startup raises $28 million. · Sensorfact
Pitch deck Strategy consulting Beat · Solution1 hit
77
Includes a testimonial/quote from shareholder nominee Michael Heim.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
29
The slide uses anecdotal evidence from industry interviews to support a thesis of operational failure and reputational decline at Intel.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
51
The slide uses anecdotal evidence from industry experts and former employees to build a bearish case against Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Victory1 hit
61
The slide is formatted as a Q&A technical guide.N/A · 10X EBITDA
Other Short seller 1 hit
13
The diagram functions as a feedback loop or flywheel mechanism.The pitch deck tutoring startup Sizzle AI used to raise $7.5 million · Sizzle AI
Pitch deck Strategy consulting Beat · Solution (Provide relief)1 hit
141
The slide uses a Q&A format to highlight alleged procedural violations. The yellow highlighting emphasizes the specific claims of bypassing the OPO.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
09
Continues a series of arguments regarding the fraudulent nature of the company's narrative.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative1 hit
31
The slide uses imagery of futuristic cars to represent the 'Future Platforms' theme.Vitesco Technologies (VTSC) · David Einhorn
Conference presentation Activist investor 1 hit