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Overcoming Monster
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22
Uses Bloomberg terminal charts to illustrate precedent for stock price reactions to accounting issues.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath2 hits
23
The slide uses a red border to draw attention to the target company (MacDonald Dettwiler) and its outlier metrics.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath2 hits
24
The chart uses a vertical red line to demarcate the pre-merger and post-merger periods.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath2 hits
25
Uses a peer benchmark to expose accounting aggressive behavior.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath2 hits
26
The slide uses a before-after comparison to highlight a shift in financial metrics following an acquisition.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms2 hits
27
The chart uses a red flag icon to draw attention to the MDA Communications line, which is significantly higher than the peer group.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms2 hits
07
The slide uses a 'villain' framing by highlighting how Momo exploits regulatory loopholes to disadvantage retail investors.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Problem StatementLoop · Aha Moment2 hits
08
Uses a before-after-bridge style logic to contrast challenges with their investigative approach.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Problem StatementLoop · Aha Moment2 hits
09
The slide highlights concerns regarding the Tantan acquisition funding and potential shareholder dilution.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Problem StatementLoop · Aha Moment2 hits
10
Uses red flag icons to denote specific areas of concern.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Problem StatementLoop · Aha Moment2 hits
15
This is a classic activist short thesis slide, combining qualitative reputational risks with quantitative data points on KOL abandonment and insider selling.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
16
Momo, Inc. (MOMO)Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
49
Includes three charts: a dual-axis combo chart for MAU, a bar chart for ARPPU, and a stacked bar chart for revenue composition.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
65
Uses a classic 'contrast-pairs' framework to systematically dismantle the bull case.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
66
The slide uses a table to expose the consensus bias of sell-side analysts.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
67
The slide argues that the lack of institutional ownership, particularly by tech funds, implies a retail-heavy investor base.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
68
The slide uses a red box to highlight the 2017-2018 selling activity of key executives and directors.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
69
The slide uses red boxes to highlight Spruce Point's specific forecast columns for FY18 and FY19.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
10
The slide explicitly details the methodology for the adjustments in the footer and the top text block.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
11
The slide uses a callout box to highlight the discrepancy between EBITDA and FCF.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
12
The slide uses a yellow highlight column to emphasize the total cash generated from investing activities over the 2011-2016 period.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
13
Globant SA (GLOB)Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
14
Uses a callout box to highlight a specific quote and a table to demonstrate the discrepancy in growth contribution.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
15
Uses a 'Globant's View' vs 'Spruce Point Uncovering Reality' contrast frame.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
16
Uses callout boxes to highlight the contradiction between management quotes and the underlying data table.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
17
Uses a direct quote from a conference call to establish the 'before' state, followed by a data table to 'expose' the contradiction.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
19
Uses two charts to correlate housing starts and square footage trends with potential demand for IRBT products.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
20
The slide uses data from an external survey to undermine the investment thesis for iRobot (IRBT).iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
23
The slide uses a 'villain' framing by identifying the macro environment in China as a threat to the company's (IRBT) growth thesis.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
15
The slide uses quotes from a procurement consultant and Aerovironment's earnings call to argue that the SRR program is overestimated and potentially unattractive to major industry players.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Expose Contradiction2 hits