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Overcoming Monster
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5,191-5,220 of 10,649
05
Includes Spruce Point Capital Management logo (pine tree).Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
06
The slide uses a two-row table structure to summarize key pillars of the activist thesis.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
07
The slide uses a red-background sidebar for key claims and a white-background main column for detailed evidence.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
08
This is a classic activist short-seller slide presenting a list of grievances/contradictions.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
09
This is a classic activist short-seller thesis slide, using a list-based structure to present multiple pillars of a bear case.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
10
Uses a classic 'Bull vs Bear' framing to systematically dismantle investment theses.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
11
Uses a red arrow visual metaphor to link specific corporate values to specific critiques.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
12
Uses a red flag icon to signal a warning/contradiction.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
13
The slide uses red-boxed highlights to draw attention to specific incriminating text in the email and the overall thesis.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
14
Uses a combination of a stacked area chart and screenshots of financial reports to highlight a discrepancy in narrative.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
15
Oatly Group AB (OTLY)Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
16
Uses a 'red flag' icon to signal the activist's critique.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
17
The slide uses a 'before-after' style comparison of Oatly's own marketing materials against a 2013 internal report to expose inconsistencies.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
18
The slide uses red boxes and underlines to emphasize contradictions between Oatly's public sustainability narrative and its actual operational data/local site applications.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
19
Uses red boxes and arrows to highlight discrepancies in data presentation between 2019 and 2020 reports.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
20
Uses a red flag icon to signal a warning or contradiction.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
21
Uses a yellow callout box to highlight the contradiction and product images to link the supplier to specific Oatly products.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
22
The slide features the Spruce Point Capital Management logo (the pine tree).Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
23
Uses a red box to emphasize missing executive roles.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
19
Uses a red flag icon to draw attention to the quote about the 'Bainbridge Five'.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
20
The slide uses legal document excerpts to frame the 'Bainbridge Five' as antagonists using threats.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
55
The table uses a consistent 20% discount rate across all scenarios to highlight the impact of EBITDA and multiple assumptions.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
56
The slide uses a comparison of Danimer's own projections vs. market consensus vs. peer group medians to argue for overvaluation.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
57
The slide uses a 'before-after' style comparison of Danimer's own projections vs. industry peers to expose a valuation gap.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
58
The slide uses red dashed callouts to quantify the basis point spread between Danimer's guidance and peer averages.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
59
Danimer Scientific (DNMR)Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
60
Uses red flags as visual markers for points of contention.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
61
Uses red flag iconography and callout boxes to emphasize the contradiction in reporting.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
62
Uses a screenshot of a tweet and a quote from a Seeking Alpha article to highlight the discrepancy between corporate messaging and potential financial reality.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
63
Uses LinkedIn profile screenshots and a Facebook post to document executive departures.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit