slides · global inventory
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Beat collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,329
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Pages 211
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1,711-1,740 of 6,329
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The slide uses a visual metaphor of a Continuous Glucose Monitor (CGM) to imply the company is in an 'extreme sugar high' (overvalued) state.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
06
Uses a 'before-after' style contrast between financial distress and executive greed.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
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The slide uses two stacked bar charts to show the shift in GPU composition from 2017 to 2018, emphasizing the decline in retail contribution.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
08
The slide uses a third-party analyst report to validate the activist's own negative outlook on the company's financial performance and valuation.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
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Includes visual indicators (red arrows) for downward price target revisions.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
10
The slide uses a bear-case valuation methodology to argue for significant downside in CVNA stock.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
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Carvana Co. (CVNA)Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
01
The image features a truck labeled 'P.O.S. LOGISTICS' and a license plate 'PON-ZEE', suggesting a Ponzi scheme accusation.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
02
XPO Logistics, Inc. (XPO)XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
03
The slide uses a comparison table to establish credibility by citing past successful short-selling campaigns.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
04
Includes Spruce Point Capital Management logo and confidentiality disclaimer.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
01
The slide uses a 'dashboard' metaphor to present critical financial warnings and questionable accounting practices.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
02
Amdocs Limited (DOX)Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
03
The slide uses a comparison table to demonstrate the firm's track record in Israel.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
04
Amdocs Limited (DOX)Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
01
The slide uses a satirical visual metaphor of a control room with a 'Super Micro Supernova' and 'Critical Cyber Threat' on the main screen, implying a catastrophic failure.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Monster1 hit
02
Mercury Systems Inc. (MRCY)Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Monster1 hit
03
Mercury Systems Inc. (MRCY)Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Monster1 hit
04
This is a short-seller research note highlighting a specific supply chain risk (Supermicro hack) and its impact on Mercury Systems.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Monster1 hit
05
This is a short-seller research note slide.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Monster1 hit
10
Spruce Point Capital Management branding.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Tale Two Worlds1 hit
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This slide is part of an activist short report, likely setting up a contradiction between the public narrative and the underlying reality of the CEO's performance or history.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Tale Two Worlds1 hit
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The slide uses a hub-and-spoke diagram to link the CEO to multiple failed or controversial business entities.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Tale Two Worlds1 hit
13
The slide uses the word 'FAIL' as a watermark over the outcome column for several entries.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Tale Two Worlds1 hit
14
The slide uses a 'before-after' style framing to attribute poor stock performance to a specific individual's leadership.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Tale Two Worlds1 hit
15
Uses red boxes to highlight specific directors with problematic historical ties to the CEO.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Tale Two Worlds1 hit
16
The slide uses a callout box to synthesize the narrative of deep-seated conflicts between Thompson and Peters.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Tale Two Worlds1 hit
01
The visual metaphor of a burning satellite re-entering the atmosphere is a strong, aggressive visual hook.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Introduction1 hit
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Maxar Technologies (MAXR)Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Introduction1 hit
01
The slide uses a smartphone mockup to frame the report, featuring icons related to gambling, legal issues, and VIE structures.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Hook1 hit