slides · global inventory
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Matching slides 13,809
Current window 12,061-12,090
Pages 461
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12,061-12,090 of 13,809
62
This is a thesis-style slide used by Spruce Point Capital Management.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
63
Uses a table to show historical shareholder percentages and highlights the 'Decaying insider alignment' trend.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 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
65
The slide uses a 'What Could Go Right' framework to systematically dismantle bull arguments.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
66
The slide uses a red arrow annotation to highlight the divergence between the rising valuation multiple and the underlying business performance.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Evidence & ProofLoop · Tale Two Worlds1 hit
67
The chart shows a historical average of 0.35x, which the activist argues should be lower.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
68
The table highlights specific adjustments made by Spruce Point to debt and enterprise value calculations.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
69
The slide uses a 'bridge' style logic to adjust Bunge's reported figures to a more conservative Spruce Point view.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
71
The slide uses red bars to highlight Bunge's position relative to the peer average line.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
72
The slide uses a valuation bridge to derive equity value from enterprise value, then calculates share price targets.Bunge Global SA (BG) · Ben Axler
Activist deck Short seller Beat · Impact & Next StepsLoop · Build Up1 hit
08
The slide uses a list-based segmentation to categorize assets by quality grade (A+, A, A-).General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor 1 hit
11
The slide uses raw import data to build a case for price discrepancy.GreenPower Motor Company (GP) · 61_White_Diamond_Research
Research note Short seller Beat · The Struggle1 hit
12
The slide uses a confrontational tone to frame the company's business decisions as unethical, citing external experts and the CEO's own statements.Accor SA (AC) · Grizzly Research
Research note Short seller Beat · Evidence & Proof1 hit
13
The slide uses a rhetorical question to frame a potential contradiction between corporate policy and operational reality.Accor SA (AC) · Grizzly Research
Research note Short seller Beat · Evidence & Proof1 hit
07
This slide appears to be from an activist presentation (likely Pershing Square's Herbalife deck) using the company's own marketing materials to frame the narrative.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
130
The slide uses a visual breakdown of payout components to argue that retail profit should not be conflated with wholesale commissions.Herbalife, Ltd. (HLF) · William Ackman
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
56
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 1 hit
102
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
122
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
33
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
01
The slide uses inflammatory language to frame the company as a fraudulent entity.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller 1 hit
02
Page number 2 visible in bottom right corner.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller 1 hit
01
The slide serves as an executive summary/cover page for a short-seller research report.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)1 hit
02
This slide serves as an executive summary or key findings page for a short-seller research report.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)1 hit
05
The chart shows a breakdown of Gross Profit and Adj EBITDA from 2016-2019, with a Q3 L12M column showing the impact of various acquisitions including Inteliquent.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Build Up1 hit
07
Includes a bar chart of Americas revenue and a table comparing YoY growth between Americas and Non-USA segments.Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Problem (Identify pain)Loop · Build Up1 hit
21
Sinch AB (SINCH)Sinch AB (SINCH) · Grizzly Research
Research note Short seller Beat · Solution (Provide relief)1 hit
26
Includes direct quotes from industry experts regarding customer sentiment and the competitive landscape for EUV mask inspection tools.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
107
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
276
The slide uses a Q&A format to highlight a specific expert's negative sentiment toward TransMedics.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit