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Complication
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10,501-10,530 of 25,056
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The visual metaphor of rocket engines hanging in a warehouse suggests industrial failure or stagnation.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
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Aerojet Rocketdyne Holdings, Inc. (AJRD)Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
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This slide serves as a credibility-building appendix page.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
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Uses a contrast-pairs framework to juxtapose market optimism against activist skepticism.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
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The table uses a 'Before' and 'After' structure to show the impact of G6 release and G5 transmitter repricing on cost competitiveness.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
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Uses a combination of bar charts for market penetration and pie charts for incremental share to calculate a final 'runway' figure.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
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Uses a dual-axis style chart to show historical vs estimated patient adoption trends, highlighting a management reporting change in 2019.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
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The slide uses a red dashed box to highlight the divergence between sensor and transmitter revenue growth starting in Q2 2018.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
01
The image of a derelict car in front of a vacant building serves as a visual metaphor for the 'Strong Sell' thesis.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Call1 hit
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Carvana Co. (CVNA)Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Call1 hit
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The slide uses a comparison table to establish credibility by highlighting past successful short campaigns.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Call1 hit
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Carvana Co. (CVNA)Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Call1 hit
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The slide uses a classic activist short-seller format: headline thesis, summary of missed metrics, and a rhetorical question regarding management transparency.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Call1 hit
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Uses a vertical list of five key arguments (the 'arrows' structure) to frame the short thesis.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
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Uses a dictionary definition as a rhetorical device to set up a 'gotcha' moment regarding the CEO's past statements.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
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The slide uses a matrix structure to link individuals to specific companies and negative outcomes, specifically highlighting 'Serious Concern / Association With Financial Disaster' in the bottom row.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
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Includes detailed footnotes explaining adjustments for convertible preferred stock and operating leases.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
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The table uses a 'URI Playbook' column to highlight where XPO's behavior mirrors past fraudulent activity.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
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The slide uses a 'URI Playbook' column to draw parallels between XPO's actions and a previous case of accounting manipulation.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
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This is a classic activist short thesis slide, structured as a list of 'Hallmark Indicators' and 'M&A' concerns.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
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This is a classic activist short thesis slide, structured as a list of red flags.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
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This is a classic activist short thesis slide, structured as a list of grievances.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
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The slide uses a 'Have We Seen This Before?' column to reinforce the pattern recognition argument.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
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The slide uses a 'Yes' column to emphasize the repetition of negative patterns.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Complication1 hit
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The slide uses a comparison of standard deviations to highlight the anomaly in Amdocs' financial reporting.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · Aha Moment1 hit
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Uses a 'Villain' framing by contrasting corporate optimism with bankruptcy/distress.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
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Spruce Point Capital Management branding.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
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The slide uses visual comparisons of brand-name products vs. Dollarama knock-offs to support the thesis.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
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The slide uses a combination of bar/line charts to show the divergence between transaction size and store traffic.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
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Includes a line chart showing Big Lots comp store sales from 2005-2014, annotated with the introduction and abandonment of the 'Raise the Ring' strategy.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem1 hit