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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 5,071-5,100
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
18 30 60

Arc

5,071-5,100 of 10,649

filter-aware
07
Uses a red flag icon and a 'HUH?' callout to emphasize the contradiction.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
08
Uses a combination of CEO quotes and financial modeling to expose accounting discrepancies.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
09
Uses a red flag icon to signal danger/fraud risk.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
10
Uses a red flag icon to signal warning/contradiction. Employs a 'before/after' style comparison of revenue models.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
12
Porch Group Inc (PRCH)Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
13
Uses a red flag visual metaphor to signal warning to investors.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
14
Uses a red flag icon and red boxes to highlight the contradiction.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
15
The slide uses a red flag icon to signal danger/warning. It explicitly links the current target (Porch) to a historical failure (Active Network) to build a bearish case.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
17
Uses a red flag icon to signal warning; structured as a comparative audit of past vs present.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
18
Uses red callout boxes to highlight specific text segments in the source document.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
19
Uses red text and callout boxes to emphasize negative financial disclosures.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
20
Uses a red flag icon and red boxes to highlight the contradiction between management's public statements and actual financial disclosures.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
55
The chart shows a sharp spike in existing home sales during 2020 followed by a recent decline, supporting the 'normalization' thesis.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Problem StatementLoop · Cost Of Inaction1 hit
56
Uses a red flag icon to signal warning/fraud exposure; highlights a specific peer group segment for comparison.Porch Group Inc (PRCH) · Ben Axler
Activist deck Short seller Beat · Problem StatementLoop · Cost Of Inaction1 hit
01
Slide 1
The slide uses a satirical visual metaphor of a man in a desert holding a sign to mock the companies' valuations.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
40
Uses a 'before-after' style mapping of professional experience to stock performance and negative news events.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
41
Magnite, Inc. (MGNI)Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
42
Uses LinkedIn profile screenshots and stock performance charts to build a narrative of incompetence and past fraud.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
43
The slide uses a comparison table to contrast Frankenberg's roles at AOL and Daw Technologies, emphasizing his failure to disclose the latter.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
44
The slide features the Spruce Point Capital Management logo (the tree).Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
45
Includes a screenshot of a Needham research report table and specific callouts highlighting calculation errors.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
46
The slide uses a 'Spruce Point Reality' callout to frame the contradiction between analyst claims and market reality.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
47
Uses a 'before-after' style layout to contrast current sentiment with past legal findings.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
48
Uses excerpts from legal filings to contrast private admissions with public analyst reports.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
49
Uses visual metaphors (golden goose vs. dog) to contrast company performance.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
50
The slide uses red 'sell' icons overlaid on a stock price line chart to visually correlate insider selling with price movements.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
51
The slide uses a table to contrast current market sentiment (analyst targets) with the activist's bearish thesis.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
52
Uses Bloomberg terminal screenshots to highlight valuation divergence.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
53
The table highlights Magnite's 23.9% sales growth and 13.6x forward sales multiple compared to peer averages.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
54
The table calculates price targets based on 6.5x-8.5x revenue multiples, resulting in a 27-46% downside from the current price of $27.30.Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit