slides · global inventory
Analytical Method
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The slide uses a red box to highlight the calculated 'Organic EBIT Decline' of ($22.8m).Avery Dennison Corporation (AVY) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
13
Uses a table to compare segment growth and a bar chart to show market growth projections.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
05
Uses a historical stock chart to validate the thesis by showing the decline of 2U after Spruce Point's report.Premier, Inc. (PINC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
33
The slide uses a sensitivity analysis approach to estimate revenue inflation and gross profit impact.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
07
The slide uses red boxes to highlight the discrepancy between Street guidance and the adjusted scenario.PetIQ, Inc. (PETQ) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
22
Uses quotes from CEOs of Pernod Ricard and Diageo to support the argument of market saturation.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
10
The slide is structured as a list of three main thematic sections: margin concerns, supply chain/geopolitical risk, and growth/market penetration skepticism.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
53
Includes a testimonial/interview excerpt to support the claim of misapplied diagnosis codes.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller Loop · Mece Breakdown1 hit
08
The slide is text-heavy, functioning as a summary of the activist short thesis.Monster Beverage Corp. (MNST) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
09
The slide uses a medical illustration to explain the mechanism of action for a surgical procedure.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
15
Uses a funnel-like process flow to show how the TAM is reduced by applying realistic filters (non-compliance, anatomy eligibility, BMI/AHI/age limits).Inspire Medical Systems, Inc. (INSP) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
08
The slide uses a visual geometric representation to explain a mathematical concept, likely the expansion of (a+b)^2.Byju’s | Start Up Pitch Deck | 17 slides · Byju's
Pitch deck Investor relations 1 hit
02
The slide uses a comparative historical analogy (Seldane) to frame the current safety concerns as a 'tragedy in the making'.Harmony Biosciences (HRMY) · Kir Kahlon
Regulatory filing Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
34
The slide justifies why the firm chose to exclude modern, recently constructed buildings from their primary valuation comparison set.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
08
The slide uses a snippet of a UK Land Title Register form to substantiate the transaction details.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
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Uses Land Registry excerpts as evidence of the transaction.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
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This is a standard valuation methodology disclosure slide often found in fairness opinions or valuation reports.Duff & Phelps | Investment Banking Pitch Book | 29 slides · Duff & Phelps
Consulting deck Investment bank Beat · Solution & ApproachLoop · Mece Breakdown1 hit
05
The slide functions as a critical assessment of D-Wave's technical claims and market positioning.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
177
Uses a screenshot of an Arconic slide to highlight the lack of internal targets and reliance on market growth.Arconic Inc. (ARNC) · Elliott
Activist deck Activist investor 1 hit
18
Includes a specific mathematical formula for calculating Implied Perpetuity Growth Rate.Goldman Sachs | Investment Banking Pitch Book | 25 slides · Goldman Sachs
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
49
The slide discusses the legal requirements for corporate criminal liability in France and applies them to the specific case of Accor SA.Accor SA (AC) · Grizzly Research
Research note Short seller Beat · Return with Elixir1 hit
22
The slide uses visual evidence to argue that Archer's design is inferior or flawed compared to a competitor's.Archer Aviation Inc (ACHR) · Grizzly Research
Research note Short seller Beat · The Struggle1 hit
72
The slide highlights the loss of control over the monetary base size as a consequence of intervention.Hong Kong Dollar / Hong Kong Monetary Authority (HKMA) (HKD) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
130
The slide uses direct citations from FDA and research documents to highlight the discrepancy between single-dose study designs and the need for steady-state peak plasma concentration analysis.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
52
Mall REIT sector (long General Growth Properties) (GGP)Mall REIT sector (long General Growth Properties) (GGP) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Action1 hit
18
The slide uses Kaplan-Meier survival curves to illustrate the effects of Atrasentan on primary composite renal outcomes in different patient cohorts.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller 1 hit
30
The slide critiques the valuation validity of PV system transfers by highlighting the sponsor's control and the guaranteed nature of tax equity returns.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
06
The slide uses Bloomberg terminal screenshots to draw a parallel between NVDA's current state and a previous NFLX short thesis.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
05
The slide uses a comparative analysis against industry peers and historical data to highlight the anomaly of the inventory levels.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
08
The slide uses comparative analysis against industry peers (ASML, Applied Materials, Lam, KLA) and historical precedents (Toshiba, MagnaChip) to build a case for financial manipulation.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit