anlak storytelling
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slides · global inventory

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

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Matching slides 42,534
Current window 19,321-19,350
Pages 1,418
Rows per page 30
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19,321-19,350 of 42,534

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47
The slide uses primary source interviews with distributors to contradict or contextualize public financial reporting.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
48
The slide uses a table of financial projections for MPWR and a text excerpt from SMTC's outlook to highlight a disconnect.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
49
The slide uses a callout-style layout to present multiple distinct quotes from a single source.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
50
Monolithic Power Systems (MPWR)Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
51
Uses a callout box to highlight a quote from the company's 10-K as a counterpoint to the activist's thesis.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
52
The slide highlights Monolithic Power's unusually narrow guidance ranges compared to peers, suggesting potential manipulation or artificial precision.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
53
The slide uses peer data to imply that the subject company's precision in gross margin guidance is suspicious or anomalous.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
54
The slide uses a 'too good to be true' argument to suggest potential earnings manipulation.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
55
The slide uses a callout box to frame the data as evidence of potential earnings manipulation.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
56
The slide uses sarcasm to imply that Monolithic's consistent performance is suspicious or manipulated.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
57
Monolithic Power Systems (MPWR)Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
58
The slide highlights Monolithic's outlier status in cash management relative to the industry average.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
59
Uses a callout box to link the geographic revenue table to the foreign currency risk disclosure, pointing out the Bermuda entity.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
60
Uses SEC filing excerpts to contrast stated tax jurisdictions (Chengdu, Hangzhou, Switzerland) with the existence of a Bermuda subsidiary.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
61
Includes screenshots of financial statements with red arrows and callout boxes highlighting suspicious details.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
62
Uses a flow-chart style comparison to contrast standard capital allocation with the target's behavior.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
63
The red box highlights the total spending on land/real estate vs dividends and M&A.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
64
The slide highlights a discrepancy between dividend payout ratios and EPS growth, implying that if earnings were real, the dividend should be higher.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
65
The table tracks square footage or similar capacity metrics for specific locations categorized by lease status over time.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
66
Uses a sales history table and a civil plan document to prove the company flipped land instead of developing it.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
67
The slide uses a combination of narrative text, a direct quote from a 10-Q filing, and a news excerpt to build a case of potential financial impropriety.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
68
Uses investigative findings to cast doubt on company disclosures regarding property assets.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
69
The slide highlights that Monolithic Power has the highest square footage per employee, which the author uses to imply suspicious margin stability.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
70
The slide uses a red box to highlight the specific rows being compared to create a sense of financial irrationality or overpayment.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
71
Monolithic Power Systems (MPWR)Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
72
Uses PCAOB audit filings as evidence of changing audit scope.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
73
Uses visual callouts (red boxes and arrows) to highlight the contradiction between the company's claim and the regulatory record.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
74
Uses a screenshot of a PCAOB database search to link the two companies via a shared audit partner.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
75
Uses red underlining and callout boxes to emphasize specific connections between individuals and companies.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
76
The slide uses red text to highlight omissions in the director's biography, framing them as deceptive.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit