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slides · global inventory

Problem Agitate Solution

Arc collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 26,550
Current window 15,721-15,750
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

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15,721-15,750 of 26,550

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45
The slide uses a line chart to correlate specific corporate guidance events with a downward trend in stock price.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
46
The slide uses a red vertical line to mark a specific guidance reduction event and a red horizontal line to show the total percentage decline.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
01
Slide 1
The slide uses a military targeting metaphor to frame the activist campaign against management.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
02
Kratos Defense & Security Solutions (KTOS)Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
03
The slide establishes credibility by highlighting firm history, rankings, and a historical table of successful activist campaigns.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
04
The slide uses a precedent table to establish credibility for the current short thesis on Kratos.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
05
Kratos Defense & Security Solutions (KTOS)Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
06
The slide uses a narrative-heavy structure to frame the company as a 'villain' in the investment story.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
07
The slide uses bolded headers to structure the argument into four distinct pillars of the short thesis.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
08
The slide uses excerpts from court documents to link the CEO to past fraud and the 'Andersen school of accounting'.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
09
The slide uses a hub-and-spoke diagram to link the parent company to specific areas of concern and tainted acquisitions.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
10
The slide uses a mix of capital structure data and valuation multiples to argue that the company is overvalued.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Aha Moment1 hit
11
Kratos Defense & Security Solutions (KTOS)Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Aha Moment1 hit
12
The slide uses a dual-timeline approach: a long-term historical view (1999-2017) and a zoomed-in view (2015-2017) to highlight specific red flags.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Aha Moment1 hit
13
The slide uses a chronological structure to frame the company's history as a series of pivots or 'hypes'.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
14
The slide uses a combination of bar and line charts to illustrate financial deterioration over two decades.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
15
The slide uses a heatmap-style color coding (yellow to red) to emphasize the worsening credit metrics.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
16
The slide uses a 'bridge' logic to compare historical acquisition performance against current financial deterioration.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
17
The slide uses a side-by-side comparison to highlight the poor quality of assets acquired by Kratos.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
18
The slide uses a 'before-after' framing to contrast management's 2013 forward-looking statement with the 2013-2017 historical data.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
19
The slide uses red borders to highlight negative trends in the data table.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
20
The slide uses a checkmark/cross matrix to expose the aggressive accounting practices of Kratos compared to industry peers.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
21
Uses a 'Here's What Kratos Says' vs 'Here's What The Evidence Suggests' framing to highlight hypocrisy.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
22
Uses a 'before-after' style juxtaposition to highlight hypocrisy/fraud.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
23
Includes Spruce Point Capital Management logo (pine tree) and standard disclaimer footer.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
24
The slide uses a 'Red Flags' list to discredit the company's growth narrative.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
25
The slide uses a red border to highlight Kratos's low market share and low average share of DoD budget.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
26
The slide uses a table to demonstrate a pattern of behavior (hyping contracts) to support an activist thesis.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
27
The slide uses a stacked bar chart to show cumulative spending and a simple bar chart for R&D intensity, aiming to expose a discrepancy in Kratos's reported investment levels.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
28
The slide uses a table to contrast management claims with analyst skepticism, highlighting specific programs like LCASD, UTAP-22, SSAT, and Gremlins.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit