Matching slides 26,550
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09
Spruce Point Capital Management branding (tree logo).Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
16
Spruce Point Capital Management branding.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction2 hits
13
The slide includes a red box highlighting the 'Violation(s)' column and a detailed callout box showing specific inspector comments for one location.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
14
Includes images of FDA Form 483 inspection reports.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
15
The slide uses a table to highlight operational failures in food safety and labeling.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
16
The slide outlines the methodology and findings of a proprietary price check.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
17
The slide uses a grid of product photos with price tags to refute management's claim that they cannot track retail pricing impacts.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
18
The table includes a specific callout for YoY average price change and a summary of the average premium for 2017 and 2018.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
19
The slide uses a table to show quarterly YoY growth across four metrics, with annotations highlighting specific periods of decline and acquisition impact.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
20
Data source: Earnest Research. Note on Lidl entry timing included.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
24
The slide uses red boxes to highlight specific periods of performance decline.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction2 hits
25
The slide uses a 'Stopped Disclosing' label to visually demonstrate a decline in transparency, framing it as a red flag for financial health.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction2 hits
26
Uses red arrows to highlight the negative growth trends in 2017.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction2 hits
27
Uses direct quotes from SEC filings to highlight management's inconsistency.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction2 hits
28
The slide uses a before-after comparison to show that the company reverted to poor disclosure practices after an initial SEC intervention.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction2 hits
29
The slide uses a table to demonstrate the impact of reclassifying vendor credits on gross margin figures.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction2 hits
30
The slide uses a side-by-side comparison of two cash flow statements to demonstrate the impact of the accounting reclassification.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction2 hits
31
The slide uses a comparison frame to highlight an outlier accounting practice.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction2 hits
32
The slide uses a 'before-after' logic to expose accounting manipulation.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction2 hits
33
The slide highlights how accounting changes mask the true decline in cash flow.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Expose contradiction2 hits
14
Uses product photography as evidence of competitive indifference.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
15
Uses a 'CEO quote vs. Industry reality' structure to highlight a structural business risk.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
16
Uses a combination of corporate claims, market research, and anecdotal evidence to undermine the company's strategic focus.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
17
Uses red arrows to visually emphasize decline in both sectors.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
18
Uses a chronological sequence of quotes to highlight management inconsistency.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
19
Uses a 'CEO Quote vs Reality' structure to undermine company narrative.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
21
Uses a before-after comparison of regulatory text to expose a business risk.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
22
The slide uses a red arrow and circle to highlight WD-40 in the FAA table.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
23
Uses red arrows to visually track the removal of Venezuela, Iran, and Columbia from the 2020 chart.WD-40 Company (WDFC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
11
The slide uses a visual comparison chart to illustrate Pure's TCO argument, which the author then proceeds to debunk.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits