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slides · global inventory

Overcoming Monster

Arc collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 10,649
Current window 4,081-4,110
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
18 30 60

Arc

4,081-4,110 of 10,649

filter-aware
01
Slide 1
The slide uses a satirical visual metaphor of a control room with a 'Super Micro Supernova' and 'Critical Cyber Threat' on the main screen, implying a catastrophic failure.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Monster1 hit
02
Mercury Systems Inc. (MRCY)Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Monster1 hit
01
Slide 1
The visual metaphor of a burning satellite re-entering the atmosphere is a strong, aggressive visual hook.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Introduction1 hit
02
Maxar Technologies (MAXR)Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Introduction1 hit
03
The slide establishes credibility by highlighting the firm's history, rankings, and a table of historical successes.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Problem Introduction1 hit
04
The slide uses a comparison table to validate the firm's track record by showing specific outcomes for four past campaigns.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Problem Introduction1 hit
05
Maxar Technologies (MAXR)Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Problem Introduction1 hit
08
The slide uses a numbered list format to detail specific grievances, including accounting irregularities, management turnover, and failed business projections.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
09
The slide uses a numbered list format (4) to structure the core arguments against the company.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
10
Includes a specific callout on the Ukraine liability and debt maturity cliff in 2020.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Aha Moment1 hit
11
The slide uses a 'Fantasy vs. Reality' framing to discredit management guidance and analyst consensus.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Aha Moment1 hit
12
The slide uses a 'precedent' framework to establish credibility by linking current target (Maxar) to a past successful short campaign (NCR).Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Aha Moment1 hit
13
Maxar Technologies (MAXR)Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Aha Moment1 hit
14
The slide uses a classic 'Concern vs. Evidence' table structure common in activist short reports.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Aha Moment1 hit
15
Uses dual charts to show the correlation between industry cycles and company performance, highlighting the 2012 acquisition point.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Aha Moment1 hit
16
The table includes a summary row for total capex and year-over-year growth percentages.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
17
Includes a stacked bar chart and a pro-forma calculation table to demonstrate organic decline.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
18
Uses a callout box to zoom in on Note 6 of the financial statements to show the lack of transparency.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
19
The slide uses a 'villain' framing by contrasting the target company's (Maxar) lack of disclosure with the transparency of its peers.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
20
The slide uses a table to contrast company disclosures against the binary question of whether an exact annual charge was disclosed.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath1 hit
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The slide uses a precedent table to establish a pattern of behavior in the industry.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · David Goliath1 hit
68
The table includes specific adjustments for debt, cash, and investments, and explicitly notes the exclusion of a potential $227m Ukraine arbitration payout.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
57
The slide uses quotes from 'Large Agency #3' and 'Super Agency #7' to support the thesis of opaque and discriminatory practices.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
58
Uses direct quotes from anonymous agency sources to build a case against Momo's transparency.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
59
Uses quotes from anonymous agencies to support the thesis of revenue manipulation.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
60
The slide uses testimonials from various agencies to build a case for Momo's declining market position and margin pressure.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
61
Includes a red box highlight on the '% Rev to Platform' column in the bottom table.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
62
The slide uses direct quotes from anonymous industry sources to damage the company's reputation and highlight regulatory risk.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
63
The slide uses primary research (interviews) to expose negative sentiment and competitive disadvantages for Momo.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
64
Momo, Inc. (MOMO)Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit