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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 4,111-4,140
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
18 30 60

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4,111-4,140 of 10,649

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03
Mercury Systems Inc. (MRCY)Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Monster1 hit
04
This is a short-seller research note highlighting a specific supply chain risk (Supermicro hack) and its impact on Mercury Systems.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Monster1 hit
05
This is a short-seller research note slide.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Monster1 hit
06
Spruce Point Capital Management research note slide.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle1 hit
07
The slide uses a short-seller thesis structure, highlighting specific operational failures (lack of CISO, reliance on Supermicro) to justify valuation compression.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle1 hit
08
The slide uses red text to emphasize specific failures to disclose information, framing the timeline as a narrative of corporate malfeasance.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle1 hit
09
Spruce Point Capital Management branding.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle1 hit
10
The slide uses a timeline to build a case for imminent regulatory or industry-wide action.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
11
Uses a Bloomberg terminal screenshot to illustrate the correlation between a specific geopolitical event and stock performance.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
12
The slide uses a Bloomberg terminal screenshot as the primary evidence to correlate specific corporate events with share price decline.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
13
Mercury Systems Inc. (MRCY)Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
14
The slide uses a 'gotcha' tactic by counting keyword frequency to imply a discrepancy between marketing rhetoric and operational reality.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
15
Uses a visual 'before and after' comparison to demonstrate the removal of a partner logo.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
16
Uses a before-and-after visual comparison to demonstrate the deletion of a partner logo.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle1 hit
17
Uses a 'before-after' style comparison of press releases and website content to imply a cover-up.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle1 hit
18
Uses a 'before-after' style comparison of regulatory risk disclosures to imply hidden business risks.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle1 hit
19
Uses a screenshot of a legal disclosure to highlight a specific addition of text.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle1 hit
20
Includes a screenshot of a presentation title slide as evidence of the subject's former role.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Struggle1 hit
21
Uses red arrows and callout boxes to link specific job description text to speculative management concerns.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
22
The slide uses a rhetorical question to cast doubt on the company's transparency and relationship status with government entities.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
23
The slide uses legal text excerpts to build a case for potential misrepresentation by the company to its lenders.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
24
Mercury Systems Inc. (MRCY)Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
25
Uses arrows to connect specific text excerpts from SEC filings to the central argument of deception.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
26
The slide uses a red box to highlight Q3'18 as a period of significant financial events and record-high inventory/backlog ratios.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
27
Includes a red circle annotation highlighting the 73.5% figure for FY 2018.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
28
Includes a callout box highlighting the trend of declining accruals.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
29
Uses a bar chart to visualize the breach of target margins, highlighting the most recent data points in red.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
30
This is a cover or section divider slide for a short-seller research report.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
31
The slide uses a red bar to highlight the 2018 record low in insider ownership.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
32
Uses a table of analyst price targets followed by specific quotes from JP Morgan, Canaccord, and Jefferies to illustrate the 'consensus' view.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit