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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 5,701-5,730
Pages 373
Rows per page 30
Beat: Developmentclear collectionreset all
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Beat

5,701-5,730 of 11,188

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30
Uses a hypothetical table to demonstrate the accounting manipulation of 'core revenue' growth.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
07
The slide uses a two-part structure: suspicious guidance practices vs. signs of financial strain.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
08
The slide uses a three-part structure with callout boxes on the left and detailed bullet points on the right.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
09
The slide uses a two-part structure: capital allocation critique followed by valuation/analyst consensus critique.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
10
The slide uses a vertical process flow to establish credibility and rigor in the investigation.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
11
The slide uses a 'discrepancy' framing to suggest potential financial misreporting or fraud.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
12
Uses a peer benchmark table to justify the adjustment assumptions applied to the financial model on the left.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
13
Uses a classic 'Street vs. Reality' contrast frame.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
14
The slide uses a callout-style layout to link specific sources to their critical commentary.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
15
Uses red arrows and callouts to highlight specific text in financial document excerpts.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
16
Includes Spruce Point Capital Management logo/branding element (the tree).Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
17
Uses a before-after framing to highlight the degradation of corporate transparency.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
18
Uses red circle annotations to highlight the change in signature from Brian McDonald to Jim Moyer (labeled as Jim Christoffersen in the document).Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
19
Highlights key risk factors from the S-1 filing with red underlines and a callout box.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
20
Uses excerpts from SEC filings (8-K and NT-10Q) to contrast poor financial governance with executive compensation.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
21
Uses a testimonial from a former engineer to anchor the thesis of a diminishing moat.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
22
Uses historical 10-K data to contrast current warranty provision spikes against past disclosures claiming immateriality.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
23
Features the Spruce Point Capital Management logo (pine tree).Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
24
The slide uses a classic 'investor narrative vs. reality' setup common in activist short reports.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
25
Uses a dialogue format to cast doubt on the sustainability or organic nature of the company's growth.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
26
The slide uses a callout-style layout to contrast executive statements with the premise of 'dodgy' disclosure.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
27
The slide uses a chronological list of 10-K disclosures to highlight the contradiction.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
28
Uses a timeline-style layout to show recurring vague claims by the CEO.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
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