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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 5,281-5,310
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
18 30 60

Arc

5,281-5,310 of 10,649

filter-aware
01
Slide 1
The slide uses aggressive, derogatory imagery (cat in litter box, rat, cockroach) to frame the target company as 'filth' or a 'toxic' investment.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
02
Heska Corporation (HSKA)Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
03
The slide uses a comparison table to validate the firm's track record by contrasting a short position (PETQ) with a long position (HSIC/CVET).Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
04
Heska Corporation (HSKA)Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
05
Includes Spruce Point Capital Management logo and confidentiality disclaimer.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
06
This is a classic activist short-seller thesis slide, structured around the ESG framework to highlight specific governance and operational failures.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
07
This is a classic 'villain critique' slide, establishing the target's poor fundamentals and manipulative behavior.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
08
This is a classic activist short thesis summary slide, structured into three thematic pillars.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
09
This is a classic activist short-seller slide designed to dismantle management's narrative.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
10
The slide uses a strong, accusatory tone typical of activist short-seller reports.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
11
The slide features the Spruce Point Capital Management logo (the tree).Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
12
Uses screenshots of press releases to highlight the discrepancy in reporting standards.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
13
Uses a red flag icon to signal a warning/contradiction. Includes specific 10-K disclosure callouts to challenge organic growth claims.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
14
Uses a red box to highlight negative CAGR in the table.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
15
The slide uses a screenshot of a Piper Sandler financial model to point out specific growth projections for 'Imaging' and 'OVP' segments.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
16
Includes a Google Trends chart comparing Tri-Heart vs HeartGard and a quote from Heska regarding their manufacturing facility.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
17
Uses a red flag icon to denote a warning/critique.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
18
Uses a 'scil' acquisition as a benchmark to derive implied North American operating expenses.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
19
Spruce Point Capital Management branding (tree logo).Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
20
Uses a red flag icon to signal warning/risk.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
21
Includes a sarcastic callout regarding Heska's CEO statement.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
22
Uses a red flag callout to highlight the competitive disadvantage.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
23
Uses direct quotes from BAML and Barclays conferences to frame the contradiction.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
118
Uses a 'before/after' or 'claim/reality' structure to expose a contradiction in corporate narrative.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
119
The slide uses a red flag icon to signal a warning about the company's valuation.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
120
Includes a table of financial projections and a brand portfolio infographic.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
121
Uses Beyond Meat as a precedent for valuation multiple compression.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
122
The table compares Oatly (OTLY) against 14 peers across various financial metrics including margins, growth, and valuation multiples (EV/Sales, EV/Gross Profit).Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
123
The slide uses a comparative valuation framework to justify a bearish thesis on Oatly.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
124
Uses a 'red flag' icon to signal a warning/contradiction.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit