slides · global inventory
Overcoming Monster
Arc collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 10,649
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Pages 355
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4,021-4,050 of 10,649
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The slide uses a comparison frame to highlight how the definition has become more permissive over time, facilitating potential earnings management.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
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Includes a red flag icon on the HTA data point to signify suspicion or anomaly.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
22
Uses a two-column layout to contrast executive governance issues with operational team composition.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
23
The slide uses a table to highlight discrepancies in reported NOI growth, implying HTA removes properties to maintain a consistent ~3% growth rate.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
24
The slide uses callouts to point to specific rows in the tables, questioning management's discretion in expense classification.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
25
Uses a 'Theory vs. Reality' framework to highlight financial discrepancies.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
26
The slide uses red boxes to highlight the discrepancy between the 'High' target (3.0%) and the 'Actual' performance (2.9%) across multiple years.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
27
Uses visual red-lining to highlight the omission of a specific data point.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
33
The slide uses the Spruce Point Capital Management logo (the tree) as a visual anchor.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
34
The slide uses a Bloomberg terminal screenshot to visualize the stock drop event.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
35
Uses a visual '?' to imply that HTA's 'As If Adjusted' data is missing or hidden, drawing a parallel to BRX's restatement.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
36
The slide uses a '?' to imply that HTA's data is missing or requires the same forensic adjustment as BRX.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
37
The slide uses a dual-row timeline structure to contrast public company statements with internal events.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
38
The slide uses a Bloomberg terminal screenshot to anchor the stock price drop to the specific date of the 8K filing.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
39
The slide uses a horizontal arrow timeline to map events from May 2014 to December 2015.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
01
The slide uses a smartphone mockup to frame the report, featuring icons related to gambling, legal issues, and VIE structures.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
06
This is a classic activist short-seller thesis slide framing the 'problem' as a lack of proper diligence by retail investors.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Problem Statement1 hit
11
The slide uses red flag icons to denote specific areas of concern.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
12
Uses red flag icons to denote specific areas of concern.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
13
The slide uses a series of bulleted arguments to build a case for business deterioration, culminating in a mention of regulatory/legal issues.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
14
The slide uses bolding and underlining to emphasize accounting concerns and negative outlooks.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
17
Includes a screenshot of the official Chinese regulatory notice with English translation/annotation.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
18
The slide uses screenshots of Chinese corporate registry data (Qixin) to prove that Momo retroactively corrected financial filings and ownership transfer dates.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
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Uses a red circle annotation to draw attention to the specific date of resignation.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
20
The slide uses a table to highlight the discrepancy between disclosed and undisclosed entities, supported by an organizational chart.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
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The slide uses a red box to visually isolate the 'Undisclosed' entities from the 'Disclosed' ones.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
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The slide uses a color-coded organizational chart to distinguish between disclosed (green) and undisclosed (red) entities.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
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Uses a process diagram to contrast the 'official' flow with the 'actual' (alleged) flow.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
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Includes a screenshot of a website and a flow chart showing ownership structure.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
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The slide uses red boxes to highlight the specific data points that contradict each other.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit