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Matching slides 37,461
Current window 14,581-14,610
Pages 1,249
Rows per page 30
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14,581-14,610 of 37,461

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41
The slide uses a table to link specific directors to past failures, serving as a 'villain critique' to undermine the board's credibility.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
42
Includes a screenshot of a Sumzero investment post and excerpts from SEC press releases.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
43
The slide uses a red box to highlight the discrepancy between the investor-reported figure ($225.4M) and the management-compensation figure ($232.7M).Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
44
The slide highlights the removal of strict financial thresholds for personal factor bonuses and the addition of vague 'Board approved modifications' to EBITDA.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
45
The slide contrasts the 2018 incentive structure (price-based) with the 2017 structure (financial metric-based).Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
46
Standard Spruce Point Capital Management section divider.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
47
The slide uses SEC filing excerpts to support the thesis that management is offloading shares in a non-transparent manner while facing governance and tax issues.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
48
The slide uses a table to highlight the limited and potentially overly optimistic analyst coverage to set up a bearish thesis.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
49
The table uses red arrows to emphasize the decline in ownership for most fundamental investors and the AJRD Savings plan.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
50
Uses red boxes and blue lines to visually connect contradictory data points across different financial sources.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
51
The slide uses a 'fraud-exposure' style argument by highlighting hidden liabilities to challenge market valuation.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
52
Uses star icons to highlight the 'Spruce Point Adjusted' valuation point.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
53
The table includes a 'Max', 'Average', and 'Min' row for the peer group, followed by Aerojet's current and 'Adjusted' valuation metrics.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
54
The slide uses a red box to highlight the 'Small Cap Peers' group and a blue line to strike through the comparison, indicating Spruce Point's disagreement with the market's valuation methodology.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
55
The slide uses a table to contrast historical performance with a recent negative outlier to suggest a trend of future disappointment.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
56
Includes detailed footnotes regarding real estate assets and liability adjustments.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
57
Includes a pig icon with 'Yup. Still A Pig.' caption, mocking management's rhetoric.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
86
The slide uses a table to systematically disqualify the management team based on specific professional criteria.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
87
Uses a table to contrast board member qualifications and independence claims against Spruce Point's own assessment.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
88
The slide uses a table to link financial contributions to potential conflicts of interest.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
89
The slide uses a 'guilt by association' argument, linking political figures to corporate failures.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
90
The slide uses a timeline-annotated line chart to correlate stock price drops with specific negative corporate events and insider selling activity.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
91
The slide highlights specific red-boxed areas showing the disparity between voting power and economic interest.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
92
The slide uses a table to quantify the concentration of voting power and a callout box to emphasize the governance risk associated with the founder's criminal history.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
93
Carvana Co. (CVNA)Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
94
The slide uses a table to expose a contradiction in how different analyst sectors value the same company.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
95
The slide argues that Carvana is mispriced because it is being compared to the wrong peer group.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
96
The slide uses a bear-case valuation approach to argue that Carvana is significantly overvalued compared to peers like CarMax and Truecar.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
97
The slide uses a 'bull vs. bear' framing to systematically dismantle the investment thesis for Carvana.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
98
This is a classic activist short thesis slide outlining the 'path to zero' for a target company.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit