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14,551-14,580 of 37,461
83
The slide uses a bar chart to illustrate the widening gap between funding capacity and retail sales, framing it as a critical risk.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
84
Carvana Co. (CVNA)Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
85
The slide uses a 'villain critique' approach by aggregating historical legal documents to establish a pattern of behavior.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
31
Uses a red arrow with a strike-through to visually represent the disconnect between revenue and cash flow.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
32
Uses a red box to highlight the discrepancy between the organic revenue adjustment and the actual FX loss reported in the 10-K.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
33
The slide uses a direct quote from the company's 10-Q to expose a change in accounting presentation.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
34
Includes a precedent citation from a 2008 SEC complaint against United Rentals to establish a pattern of behavior.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
35
Includes a specific warning quote from an SEC URI complaint.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
36
Uses red boxes to highlight missing or changed data points between two reporting periods.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
37
The slide uses red boxes to highlight specific errors in analyst models (EPS calculation, net debt usage, and share count).XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
38
The slide uses a table to contrast XPO's financial metrics with seven other logistics companies, emphasizing the potential impact of new lease accounting standards.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
39
Uses a 'ceo-quote-contradiction' framework to highlight hypocrisy.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
40
XPO Logistics, Inc. (XPO)XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
24
Mercury Systems Inc. (MRCY)Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
25
Uses arrows to connect specific text excerpts from SEC filings to the central argument of deception.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
26
The slide uses a red box to highlight Q3'18 as a period of significant financial events and record-high inventory/backlog ratios.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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Includes a red circle annotation highlighting the 73.5% figure for FY 2018.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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Includes a callout box highlighting the trend of declining accruals.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
29
Uses a bar chart to visualize the breach of target margins, highlighting the most recent data points in red.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
30
This is a cover or section divider slide for a short-seller research report.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
31
The slide uses a red bar to highlight the 2018 record low in insider ownership.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
32
Uses a table of analyst price targets followed by specific quotes from JP Morgan, Canaccord, and Jefferies to illustrate the 'consensus' view.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
33
The slide uses red bars to highlight Mercury's outlier status in all three metrics.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
34
The slide uses a short-seller research note format to justify a bearish thesis on Mercury Systems.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
35
Mercury Systems Inc. (MRCY)Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
36
Uses a red box and arrow to visually demonstrate the deletion of text between the two versions.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
37
The slide uses a before-after comparison to highlight a suspicious change in corporate documentation.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
38
The slide uses a visual before-after comparison to highlight a specific text deletion.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
39
Uses a red box and arrow to highlight the specific text deletion.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
40
Uses a red arrow to highlight the specific text deletion.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit