slides · global inventory
Villain Slide
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Matching slides 215
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151-180 of 215
16
Uses red callout box for the primary thesis and red 'X' icons for the supporting arguments.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Early StrugglesLoop · Before After1 hit
47
This slide uses a series of bullet points to build a case against the company, citing internal quotes and external legal/regulatory pressures.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · The Breakthrough1 hit
52
The chart shows the composition of Enterprise Value, highlighting the increase in Gross Debt relative to Diluted Market Capitalization.Pershing Square Portfolio (multiple positions) · Pershing Square
Activist deck Activist investor Beat · Ultimate Achievement1 hit
09
The slide uses a red callout box to emphasize the core thesis and red 'X' icons to list specific industry pain points.Allergan, Inc. (AGN) · William Ackman
Activist deck Activist investor 1 hit
140
Uses a vertical line with bullet points to represent a causal or thematic breakdown of the 'Incoherent Strategy' thesis.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
06
The slide uses a combination of qualitative accusations of value destruction and a quantitative table showing negative relative returns over 8 years.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · The Monster1 hit
16
The slide uses a list-based structure to build a case against Vivendi's management.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
08
The slide uses a skeptical tone to frame the company's agricultural drone products as potentially suspicious or mischaracterized.Electro Optic Systems Holdings Limited (EOS.AX) · Grizzly Research
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
14
The slide uses a satellite image to cast doubt on the legitimacy of a business location associated with the subject.Electro Optic Systems Holdings Limited (EOS.AX) · Grizzly Research
Research note Short seller Beat · The Struggle1 hit
48
Uses a cascading bar chart to emphasize negative performance metrics.Southwest Airlines (LUV) · John Pike & Bobby Xu
Activist deck Activist investor 1 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
25
This is a highly inflammatory research note from Grizzly Research, using anecdotal evidence and TripAdvisor reviews to build a case against the company's operational oversight.Accor SA (AC) · Grizzly Research
Research note Short seller Beat · Impact & Next Steps1 hit
20
The slide uses a 'villain_critique' approach to frame the company's technical pivots as deceptive practices.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The Struggle1 hit
42
Uses aerial photography to argue that the facility is inactive and lacks raw materials.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller 1 hit
44
The title uses a comparison to Nikola, a company previously accused of fraud, to frame Archer as a deceptive entity.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller 1 hit
18
This is a research note from Grizzly Research focusing on negative ESG and operational factors.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · Villain Critique1 hit
19
The slide uses a 'villain critique' structure to undermine the company's ESG and operational integrity.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · Villain Critique1 hit
21
Includes a screenshot of a customer complaint from X/Twitter as evidence.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · Villain Critique1 hit
22
Includes a screenshot of a review summary and two comparative tables of competitor ratings.HelloFresh SE (HFG) · Grizzly Research
Research note Short seller Beat · Villain Critique1 hit
09
This is a page from a Pershing Square research note criticizing Herbalife's business model.Herbalife, Ltd. (HLF) · Pershing Square Capital Management
Research note Activist investor Beat · Preempt Rebuttal1 hit
21
Uses customer feedback as evidence of poor business practices.Playtika Holding Corp. (PLTK) · Grizzly Research
Research note Short seller Loop · Cost Of Inaction1 hit
08
The slide uses investigative due diligence to challenge the valuation and tenant disclosure of a specific real estate asset.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction1 hit
44
The slide uses a bear icon, likely indicating a short-seller perspective.Innovative Industrial Properties, Inc. (IIPR) · Grizzly Research
Research note Short seller Beat · Expose Contradiction1 hit
32
Uses a bear icon (likely indicating a short thesis).Innovative Industrial Properties, Inc. (IIPR) · Grizzly Reports
Research note Short seller Loop · Cost Of Inaction1 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
25
The slide uses a red banner motif to highlight negative performance areas.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
26
The slide uses a 'villain' framing by attributing poor performance to management's reliance on consultants rather than internal expertise.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
27
Uses a 'Promises vs. Reality' framework to highlight management credibility issues.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
70
Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
40
Uses a screenshot of a Reddit post as primary evidence to support the 'villain' narrative.Trustpilot Group PLC (TRST) · Grizzly Research
Research note Short seller Beat · The Victory1 hit