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slides · global inventory

Hook

Beat collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 6,329
Current window 1,741-1,770
Pages 211
Rows per page 30
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1,741-1,770 of 6,329

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01
Slide 1
The image uses a medical surgery metaphor to imply the company is in critical condition or being 'operated' on by the short seller. A rat is visible on the medical equipment, a common trope in short-seller reports to imply corruption or 'rat-like' behavior.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
02
Penumbra, Inc. (PEN)Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
03
The slide uses a comparison table to establish credibility by highlighting past successful short-selling campaigns.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
04
Penumbra, Inc. (PEN)Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
05
The slide uses a dense, text-heavy format typical of activist short reports to establish the core investment thesis.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
06
The slide emphasizes the proprietary/exclusive nature of the data to build credibility for the activist's thesis.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
07
Uses red dashed lines to visually connect the decline in sales to the negative growth metrics and the contrast with the growing market.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
08
The slide uses a table to correlate Penumbra's YoY growth decline with the emergence of Medtronic's React 68 and React 71 products.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
09
The slide uses red boxes to highlight the decline in Penumbra's market share.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
10
The table models a 'race to the bottom' pricing strategy for Medtronic's aspiration products to gain market share.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
01
Slide 1
The image of a leaking/steaming water heater serves as a visual metaphor for the 'Strong Sell' thesis.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
05
The slide uses a classic activist short-seller structure: headline thesis followed by a detailed breakdown of fundamental business deterioration.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
06
The slide uses a structured list format to present multiple red flags, including executive turnover, M&A strategy, and aggressive revenue recognition.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
07
The slide uses a 'guilt by association' tactic, linking board members to past corporate failures (Miller Energy, United Industrial, School Specialty).Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
08
This is a classic activist short thesis slide, focusing on 'catalysts' (share sales) and 'valuation gaps' (hidden liabilities).Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
09
The slide uses a timeline-over-chart format to correlate specific corporate governance and financial events with stock price movements.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
10
The slide uses a 'Spruce Point Adj. Valuation' to demonstrate that the company's true leverage is significantly higher than reported by the Street.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
11
Aerojet Rocketdyne Holdings, Inc. (AJRD)Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
12
Includes a mix of product imagery, financial tables, and a competitor mapping table.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Monster1 hit
12
The slide uses a list of red arrows to emphasize key points of the short thesis.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
13
This is a classic activist short thesis slide, using bold headers to categorize arguments into business model critique and accounting/governance concerns.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
14
This is a classic activist short thesis slide, focusing on 'villain' identification and governance red flags.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
15
The slide uses a bulleted list format to present four distinct pillars of the short thesis.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
16
Uses a classic 'Perception vs Reality' framing to undermine the bull case.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
17
The table highlights the comprehensive nature of Spruce Point's research compared to other entities.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
18
The slide uses a grouped bar chart to show the divergence between rising sales and negative operating cash flow.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
19
The slide uses a 'How This Goes To Zero' framework, common in short-seller activist decks.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
20
The slide uses a 'Spruce Point' vs 'Street' comparison to justify a bearish thesis on valuation multiples.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Monster1 hit
01
Slide 1
The image uses visual metaphors (rats, vinegar, 'Strong Sell' shirts) to convey a negative sentiment toward the company.Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Introduction to the thesis1 hit
02
Kornit Digital Ltd. (KRNT)Kornit Digital Ltd. (KRNT) · Ben Axler
Activist deck Short seller Beat · Introduction to the thesis1 hit