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Matching slides 37,461
Current window 14,791-14,820
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14,791-14,820 of 37,461
85
Spruce Point Capital Management branding (pine tree logo).Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
86
Uses a comparison frame to contrast traditional dairy production with DIY oat milk.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
87
Uses a combination of a stacked area chart and excerpts from financial filings to highlight a discrepancy in narrative.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
88
Uses a 'Warning' callout to frame the contradiction.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
89
Uses a comparison framework to contrast current market leaders (soy, almond, oat) with the emerging pea milk category.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
90
Uses a visual 'X' mark and arrow to show displacement of Oatly by NotMilk.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
91
Uses a red flag icon to signal a critical observation or 'red flag' for the company's strategy.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
92
The slide uses a red callout box to emphasize the negative margin trend in Q1 2021.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
93
The slide uses a grid of competitor product images to argue that the market is becoming commoditized.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
94
Uses visual evidence (screenshots) to support the thesis of poor product placement.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
95
Uses a red flag icon and red boxes to highlight the negative change in Oatly's retail positioning.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
96
Uses red boxes to highlight specific product changes in search results and price points.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
97
The slide uses screenshots of e-commerce search results to demonstrate that competitors rank higher than Oatly.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
98
The slide uses a red flag icon to denote a 'red flag' or warning about Oatly's associations (Blackstone).Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
99
Uses red boxes to highlight comparable follower metrics on Facebook and Instagram.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
100
The slide uses visual evidence (photos of price tags) to support a bearish thesis on Oatly's competitive environment.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
101
Includes red flag icon, photographic evidence of shelf gaps, and direct quotes from distributors.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
102
Uses a red flag icon to signal warning/risk.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
103
Uses photographic evidence to support the thesis of a 'brutally competitive' market environment.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
104
The slide uses a red flag icon to signal a warning about market saturation.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
105
The slide uses a 'Warning' callout box to frame the competitive threat.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
106
Uses a red flag icon to signal warning/risk.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
107
Oatly Group AB (OTLY)Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
108
Uses a combination of callouts, a table, and direct quotes to contrast company claims with historical data and executive statements.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
109
Uses a red flag icon to signal a warning/contradiction.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
59
Danimer Scientific (DNMR)Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
60
Uses red flags as visual markers for points of contention.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
61
Uses red flag iconography and callout boxes to emphasize the contradiction in reporting.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
62
Uses a screenshot of a tweet and a quote from a Seeking Alpha article to highlight the discrepancy between corporate messaging and potential financial reality.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
63
Uses LinkedIn profile screenshots and a Facebook post to document executive departures.Danimer Scientific (DNMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit