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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 15,991-16,020
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

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15,991-16,020 of 26,550

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29
The slide uses a table to contrast local tax filings with consolidated SEC filings to suggest potential financial misrepresentation.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
30
The slide uses a two-part table structure: a revenue/inventory adjustment model on the left and a peer benchmark comparison on the right.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
31
The slide uses a red box to highlight the subject company (Monolithic Power Systems) and an annotation to explain a spike in NXP Semi's data.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
32
The slide highlights Monolithic's upward trend in inventory compared to the relatively stable or fluctuating trends of its peers, with a specific annotation on the Renesas chart regarding an acquisition.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
33
The slide uses a specific historical case study to cast doubt on a target company's current inventory metrics.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
34
Spruce Point Capital Management activist short report slide.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
35
Uses a combination of corporate disclosure text and financial charts to imply accounting manipulation.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
36
The chart highlights a negative trend (rising inventory relative to revenue) to support an activist thesis.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
37
Uses red arrows to highlight the missing 'Raw materials' line item in the 2013 disclosure compared to the 2014 disclosure.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
38
The slide uses a table to highlight a specific inflection point in raw material inventory metrics.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
39
Uses a callout-style comparison to highlight the discrepancy between stated strategy and financial outcomes.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
40
The slide uses a yellow callout box to emphasize the specific text from the 10-Q that the activist is flagging as suspicious.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
41
Uses a combination of LinkedIn data and company financial reports to perform a 'bridge' analysis to isolate core consumer performance.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
42
The slide uses a red box to highlight the specific row in the table that supports the activist's thesis.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
43
Uses a chronological list of quotes to build a case of management inconsistency.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
44
The slide uses a combination of a stock chart and a table of text excerpts to draw a parallel between past and present financial disclosures.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
45
The slide uses a quote from an external report to undermine the growth narrative of the target company's consumer electronics business.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
46
Uses a series of quotes from company leadership to set up a contradiction with the subsequent data table.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
47
The slide uses primary source interviews with distributors to contradict or contextualize public financial reporting.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
48
The slide uses a table of financial projections for MPWR and a text excerpt from SMTC's outlook to highlight a disconnect.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
49
The slide uses a callout-style layout to present multiple distinct quotes from a single source.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
50
Monolithic Power Systems (MPWR)Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
51
Uses a callout box to highlight a quote from the company's 10-K as a counterpoint to the activist's thesis.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
52
The slide highlights Monolithic Power's unusually narrow guidance ranges compared to peers, suggesting potential manipulation or artificial precision.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
53
The slide uses peer data to imply that the subject company's precision in gross margin guidance is suspicious or anomalous.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
54
The slide uses a 'too good to be true' argument to suggest potential earnings manipulation.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
55
The slide uses a callout box to frame the data as evidence of potential earnings manipulation.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
56
The slide uses sarcasm to imply that Monolithic's consistent performance is suspicious or manipulated.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
57
Monolithic Power Systems (MPWR)Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
58
The slide highlights Monolithic's outlier status in cash management relative to the industry average.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit