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Matching slides 42,534
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19,351-19,380 of 42,534
34
LHC Group, Inc. (LHCG)LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
35
Uses a callout box to bridge the gap between the two tables, highlighting the contradiction.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
36
The table shows a clear trend of divestment by insiders and the CEO over a four-year period.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
37
Red boxes highlight specific individuals who are neither named employees nor directors post-merger.LHC Group, Inc. (LHCG) · Spruce Point Capital Management
Activist deck Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
102
The slide uses a sum-of-the-parts valuation approach to justify a significant downside for the stock.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
103
The slide highlights the discrepancy between sell-side optimism and Spruce Point's bearish outlook.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
104
Includes adjustments for lease liabilities, property sales, REIT income, working capital, capex, taxes, and interest.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
105
The slide argues that standard P/E and EBITDA multiples are misleading for Canadian Tire due to poor cash flow conversion.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
106
The chart uses a red box to highlight the negative growth of Canadian Tire when buybacks are excluded.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
107
Includes a red arrow annotation highlighting a downward revision by Desjardins.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
108
This is a classic activist short-seller visual pun.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
77
The slide presents historical stock performance for BCD Semiconductor, Oplink Communications, Vialta, and Marvell Technologies.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
78
The slide uses a network diagram to imply illicit financial activity by linking an individual to an offshore entity.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
79
The slide uses a call-and-response format to frame the executive's testimony as evidence of poor corporate governance.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
80
Uses a callout to highlight the omission of the Sipex scandal in the subject's biography.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
81
The slide uses a red box to highlight the DIO row, emphasizing the 'bloated' figures.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
82
Uses red boxes to highlight the specific restated figures and a callout box to anchor the stock price drop to the news event.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
83
Uses a combination of biographical claims, legal excerpts, and stock performance to undermine the credibility of a board member.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
84
Uses red callouts to connect proxy statement text to the lack of clawback coverage for long-term incentives.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
85
The table highlights Monolithic Power (1) with a red border to emphasize the discrepancy.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
86
Uses visual evidence (photos) and public records (sales history, FAA data) to build a narrative of executive enrichment.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
87
The slide uses red circles to draw attention to specific periods of insider selling activity.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
88
Monolithic Power Systems (MPWR)Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
89
Uses a red box to highlight the 'NO' presence for the most bullish analysts.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
90
The slide uses a 'valuation bridge' logic to argue that current multiples are disconnected from fundamental performance.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
91
The slide highlights that MPWR trades at a premium multiple compared to its peers, which the author argues is based on faulty assumptions.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
92
The slide highlights MPWR (in red) as an outlier compared to its peers (in blue) across four key financial metrics.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
93
The slide uses a conversational Q&A format styled as speech bubbles to present qualitative primary research.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
94
The chart shows MPWR's valuation multiples across various metrics compared to the median of 44 completed semiconductor deals.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
95
The slide uses a valuation bridge approach to adjust consensus figures for alleged accounting irregularities.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit