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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 5,581-5,610
Pages 373
Rows per page 30
Beat: Developmentclear collectionreset all
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Beat

5,581-5,610 of 11,188

filter-aware
13
Uses visual 'X' marks over headshots to indicate departures.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
14
The slide uses a large red 'X' overlay to visually strike through the text of the removed competitive strengths.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
15
Uses a 'villain' framing (Blue Origin/SpaceX) to highlight the company's failure to compete.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
16
Uses LMT conference call transcripts and financial tables to build a bearish case on Aerojet's customer concentration.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
17
The slide uses quotes from Space News to build a case against the competitive viability of Aerojet Rocketdyne.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
18
The slide uses a structured list format to detail the FTC's rationale and the specific conditions imposed on the acquisition.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
19
Uses direct quotes from a regulatory filing to highlight a conflict between the FTC's stated goals and the actual market outcome.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
20
The slide uses a table to illustrate the loss of market share to competitors like Orbital ATK and Blue Origin.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
21
Includes a red box highlight on the total budget decline percentages.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
22
The slide uses a 'villain critique' structure to frame the SLS program as a liability for the company.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
23
Includes a table of prime contractors and a screenshot of a NASA contract release to support the thesis of revenue decline.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
24
The slide uses a table to highlight the deterioration of backlog quality over time.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
33
The slide uses a 'villain' framing by questioning the plausibility of management's projections.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
34
The slide uses a red dashed box to visually isolate the Carvana projections, contrasting them against the CarMax baseline.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
35
Includes Stock-Based CompensationCarvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
36
Includes two bar charts comparing Carvana (CVNA) to peers (KMX, LAD, GPI, PAG, AN, SAH).Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
37
The slide uses red boxes and arrows to highlight specific complaints about pay and management.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
38
Uses a bar chart to highlight Carvana's outlier status in overhead costs.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
39
The slide uses a stacked bar chart to compare SG&A components across auto dealers, highlighting that occupancy costs (green) are minor for all players.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
40
Uses red arrows and callouts to highlight the gap between historical performance and future targets.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
41
Uses a call-and-response format between an analyst and the CEO to highlight a potential contradiction in business model claims.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
42
The slide uses a table to demonstrate the impact of the 'ex-gift' adjustment on gross profit per unit.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
43
Includes a red box annotation on the table to draw attention to the 'Related Party' column.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
44
Uses Spruce Point Capital Management branding; includes excerpts from SEC filings (10-Q, S-1) annotated with critical commentary.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
45
Carvana Co. (CVNA)Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
46
The slide uses a grid of customer complaints to build a case against the company's inspection and disclosure claims.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
47
Uses a visual contrast strategy to highlight potential manipulation of corporate-controlled review data.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
48
The charts show a clear downward trend in average review scores over time, particularly in 2018 and 2019.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
49
Uses customer testimonials to illustrate the 'lock-in' effect of the purchase process.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit
50
Uses anecdotal customer service transcripts to highlight potential accounting/operational irregularities.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Struggle1 hit