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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 16,021-16,050
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

Arc

16,021-16,050 of 26,550

filter-aware
59
Uses a callout box to link the geographic revenue table to the foreign currency risk disclosure, pointing out the Bermuda entity.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
60
Uses SEC filing excerpts to contrast stated tax jurisdictions (Chengdu, Hangzhou, Switzerland) with the existence of a Bermuda subsidiary.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
61
Includes screenshots of financial statements with red arrows and callout boxes highlighting suspicious details.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
62
Uses a flow-chart style comparison to contrast standard capital allocation with the target's behavior.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
63
The red box highlights the total spending on land/real estate vs dividends and M&A.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
64
The slide highlights a discrepancy between dividend payout ratios and EPS growth, implying that if earnings were real, the dividend should be higher.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
65
The table tracks square footage or similar capacity metrics for specific locations categorized by lease status over time.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
66
Uses a sales history table and a civil plan document to prove the company flipped land instead of developing it.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
67
The slide uses a combination of narrative text, a direct quote from a 10-Q filing, and a news excerpt to build a case of potential financial impropriety.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
68
Uses investigative findings to cast doubt on company disclosures regarding property assets.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
69
The slide highlights that Monolithic Power has the highest square footage per employee, which the author uses to imply suspicious margin stability.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
70
The slide uses a red box to highlight the specific rows being compared to create a sense of financial irrationality or overpayment.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
71
Monolithic Power Systems (MPWR)Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
72
Uses PCAOB audit filings as evidence of changing audit scope.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
73
Uses visual callouts (red boxes and arrows) to highlight the contradiction between the company's claim and the regulatory record.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
74
Uses a screenshot of a PCAOB database search to link the two companies via a shared audit partner.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
75
Uses red underlining and callout boxes to emphasize specific connections between individuals and companies.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
76
The slide uses red text to highlight omissions in the director's biography, framing them as deceptive.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
77
The slide presents historical stock performance for BCD Semiconductor, Oplink Communications, Vialta, and Marvell Technologies.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
78
The slide uses a network diagram to imply illicit financial activity by linking an individual to an offshore entity.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
79
The slide uses a call-and-response format to frame the executive's testimony as evidence of poor corporate governance.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
80
Uses a callout to highlight the omission of the Sipex scandal in the subject's biography.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
81
The slide uses a red box to highlight the DIO row, emphasizing the 'bloated' figures.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
82
Uses red boxes to highlight the specific restated figures and a callout box to anchor the stock price drop to the news event.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
83
Uses a combination of biographical claims, legal excerpts, and stock performance to undermine the credibility of a board member.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
84
Uses red callouts to connect proxy statement text to the lack of clawback coverage for long-term incentives.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
85
The table highlights Monolithic Power (1) with a red border to emphasize the discrepancy.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
86
Uses visual evidence (photos) and public records (sales history, FAA data) to build a narrative of executive enrichment.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
87
The slide uses red circles to draw attention to specific periods of insider selling activity.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
88
Monolithic Power Systems (MPWR)Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit