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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 5,611-5,640
Pages 373
Rows per page 30
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5,611-5,640 of 11,188

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11
Includes hand-drawn red annotations on the left chart highlighting a discrepancy in the TAM.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
12
The table highlights the discrepancy between market consensus and the activist's bearish outlook, specifically using red boxes to emphasize the lower revenue and growth figures.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
13
The slide highlights a contradiction between the company's regulatory pathway (510(k)) and its valuation relative to PMA-cleared peers.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
14
Includes adjustments for lease payments, contingent consideration, minority interest, and cash/debt.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
15
Penumbra, Inc. (PEN)Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
16
Includes medical illustrations of a brain clot and a leg vein clot.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
17
Includes a visual process flow for stent retrieval and a description of the 'Solumbra' combined technique.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
18
Includes a screenshot of the NEJM article header and a data table from the supplementary appendix.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
19
The slide uses a grid layout to present four distinct clinical study summaries, each with a title, article reference, and conclusion.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
20
The table uses red and green borders to highlight negative vs positive outcomes/trial status.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
21
The slide argues that Solumbra is the fastest-growing technique, implying a competitive advantage for vendors offering both aspiration and stent retriever technologies.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
22
The slide uses a table to demonstrate the timeline of FDA approvals for competitors, contrasting them with Penumbra's 2007 entry.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
23
Spruce Point Capital Management branding (pine tree logo).Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
24
The slide uses two tables to show implied market share by procedure count and dollar value, highlighting the decline in share over time as a point of skepticism.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
25
Uses a red box to highlight Q2 2018 and a red arrow to emphasize the decline in the following two quarters.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
26
Uses the 'Déjà vu' framing to establish a pattern of behavior in failing companies.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
27
The slide uses a combination of a press release screenshot and a financial table to highlight the poor performance of the acquired entity.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
28
Uses a timeline to show declining sales/deal value ratios over time.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
29
Spruce Point Capital Management branding (pine tree logo).Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
30
Uses direct quotes from the company's 10-K to expose internal control failures.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
31
Includes a direct quote from a 10-K filing to support the argument.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
32
Uses a table to show declining inventory-to-backlog ratios and highlights missing 2018 data with '????'.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
33
The slide uses a table to show that despite negative working capital, the ratios remain stable, preempting concerns about liquidity or accounting shifts.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
34
The slide uses a 'pro-forma' style adjustment to show what the balance sheet would look like without the revenue recognition change.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
35
The slide uses a red box to highlight the $0.0 figure in the 2018 total row.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
36
Uses a table to adjust reported cash flow and highlight the discrepancy in growth rates.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
37
The slide uses a red box to highlight the discrepancy in FY 2018 figures between reported and adjusted metrics.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
38
Uses a 'Really?' callout to highlight the contradiction between past remediation claims and current audit status.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
39
Aerojet Rocketdyne Holdings, Inc. (AJRD)Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
40
Uses a table to compare historical bio text against current state license data.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit