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Matching slides 37,461
Current window 14,821-14,850
Pages 1,249
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14,821-14,850 of 37,461
51
Uses a red flag icon to signal a warning or contradiction.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
52
Uses a red flag icon to denote a warning or skepticism.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
53
The slide uses a red flag icon to signal a warning/threat to the target company (Heska).Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
54
Heska Corporation (HSKA)Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
55
Includes a red flag callout box, a common Spruce Point visual trope.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
56
Uses a red flag icon to signal a warning/contradiction. Directly quotes 10-K disclosures to undermine the company's narrative.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
57
Uses SEC correspondence and financial data to debunk the 'disruptive' narrative.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
58
Uses IDEXX's own 10-K language to undermine the uniqueness of Heska's business model.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
59
Uses a 'quote-rebuttal' structure to highlight management inconsistency.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
60
The slide uses red boxes and arrows to annotate specific cells in a financial table to point out inconsistencies and lack of clarity in company reporting.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
61
The slide uses red boxes to highlight specific data points in the table that contradict the company's narrative.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
62
Uses a red flag icon to highlight the contradiction in data. Includes a detailed cohort analysis table and a summary comparison table.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
63
The slide uses a 'before and after' comparison of earnings release tables to demonstrate the removal of a metric.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
64
The slide uses a red flag icon to highlight a 'troubling' finding and red boxes to emphasize specific data points and contradictions.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
65
Uses red boxes and arrows to visually link contradictory data points between two different source documents.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
110
Uses a red flag icon to denote a 'red flag' or warning sign in the investigation.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
111
Uses a red flag icon to signal a warning/contradiction.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
112
Uses screenshots of customer reviews from JD.com to substantiate claims of poor quality control.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
113
This slide is part of an activist short report by Spruce Point Capital Management, framing the company's innovation as a response to market pressures.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
114
Oatly Group AB (OTLY)Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
115
Uses a 'before-after' narrative structure to discredit an analyst's current credibility.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
116
Uses quotes from founder and former employees to establish a conflict of interest.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
117
Spruce Point activist deck slide highlighting Oatly's lower R&D investment.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
118
Uses a 'before/after' or 'claim/reality' structure to expose a contradiction in corporate narrative.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
119
The slide uses a red flag icon to signal a warning about the company's valuation.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
120
Includes a table of financial projections and a brand portfolio infographic.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
121
Uses Beyond Meat as a precedent for valuation multiple compression.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
122
The table compares Oatly (OTLY) against 14 peers across various financial metrics including margins, growth, and valuation multiples (EV/Sales, EV/Gross Profit).Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
123
The slide uses a comparative valuation framework to justify a bearish thesis on Oatly.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
124
Uses a 'red flag' icon to signal a warning/contradiction.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit