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slides · global inventory

Development

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

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Matching slides 11,188
Current window 5,461-5,490
Pages 373
Rows per page 30
Beat: Developmentclear collectionreset all
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Beat

5,461-5,490 of 11,188

filter-aware
16
Uses a comparison table to contrast company definition vs. preferred definition.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
17
Uses a before-after style comparison to highlight accounting manipulation.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
18
The slide uses a bridge-style reconciliation to expose that the company's reported SSR figures mask underlying vacancy issues.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
19
Realty Income Corp (O)Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
20
The slide uses red boxes and arrows to draw attention to the increasing volume of vacant property sales and the associated financial losses.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
21
The slide uses a table to show a deterioration in leasing fundamentals over time, supported by callout boxes highlighting specific negative trends.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
22
Realty Income Corp (O)Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
23
The slide uses a table to quantify 'Amazon Risk' across specific sectors (Pharmacy, Grocery, Theater) for several REIT tickers.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
24
The slide uses two bar charts to illustrate negative trends in Same Store Sales (SSS) and high volume of store closures/relocations.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
25
The slide uses two bar charts to illustrate operational decline.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
26
The slide uses three charts to illustrate declining attendance, volatile box office revenue, and stagnant screen growth.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
27
The slide uses a red arrow to emphasize the decline in EBITDAR/Rent and a Bloomberg stock chart to show the ~64% decline in share price.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
28
Realty Income Corp (O)Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 hit
29
Uses a comparison table structure to highlight the delta in property counts and associated rent figures.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Agitate1 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
29
Uses direct quotes from CEO earnings calls to highlight a shift in narrative.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
30
Kratos Defense & Security Solutions (KTOS)Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit