slides · global inventory
Complication
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Matching slides 25,056
Current window 10,561-10,590
Pages 836
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10,561-10,590 of 25,056
01
The image uses visual metaphor (rats in a dental office) to imply a negative/unclean situation, typical of activist short-seller decks.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
02
Align Technology, Inc. (ALGN)Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
03
The slide uses a comparison table to establish credibility by highlighting past successful short calls.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
04
The slide uses a 'precedent_table' to establish credibility by showing past successful short campaigns.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
05
Uses a checkmark-based comparison table to establish a pattern of failure.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
06
Align Technology, Inc. (ALGN)Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
01
The imagery depicts a burning laundry facility with rats, visually reinforcing the 'bad business practices' thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
02
Cintas Corp. (CTAS)Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
03
The slide uses a 'Quote From Ben Axler' as a framing device to establish the firm's contrarian thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
04
Cintas Corp. (CTAS)Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
05
Standard Spruce Point Capital Management branding slide.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
01
The image uses a metaphorical visual (rats and cockroaches in an office) to imply a negative/infested state of the company.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call1 hit
02
Dropbox, Inc. (DBX)Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call1 hit
03
The slide uses a comparison table to establish credibility by showcasing past successful short-selling campaigns.Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call1 hit
04
Dropbox, Inc. (DBX)Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call1 hit
05
Dropbox, Inc. (DBX)Dropbox, Inc. (DBX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call1 hit
03
LHC Group, Inc. (LHCG)LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
04
This is the primary thesis slide for the deck, summarizing the forensic accounting arguments regarding the Almost Family (AFAM) acquisition.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
05
Uses a classic 'Street vs. Reality' comparison framework common in activist short reports.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
10
Uses a medical metaphor (Disease, Symptoms, Prescription, Terminal Diagnosis) to frame the investment thesis.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
11
The red box highlights the specific period of share price increase following the announcement.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
12
Uses a red flag callout to emphasize the 'last ditch effort' narrative.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
13
The slide uses a custom flow diagram to visualize systemic risk and leverage across corporate entities.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
14
Includes a waterfall-style calculation of cash flow available to pay down debt and a calculation of required paydown vs. capacity.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
15
The slide uses a red bracket and callout boxes to highlight the impact of $1bn+ in guarantees on the final leverage ratios.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
16
The slide uses a line chart and a data table to contrast reported vs. adjusted EPS, highlighting the discrepancy.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
17
The slide highlights a recent upward trend in the cash conversion cycle as evidence of business weakness.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
18
Uses direct quotes from earnings calls to establish a pattern of behavior.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
19
Canadian Tire Corporation (CTC.A)Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit
20
Includes company overview, market data, financial metrics, credit ratings, and segment-specific breakdowns for Retail, REIT, and Financial Services.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem (Identify pain)1 hit