slides · global inventory
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Matching slides 42,534
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19,411-19,440 of 42,534
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Sunnova Energy International Inc. (NOVA)Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
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84
The table uses two distinct valuation frameworks to arrive at a single-digit share price range.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
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85
The slide highlights the valuation discrepancy between Sunnova and its peers, suggesting an overvaluation.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
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67
The slide uses red question marks and brackets to visually emphasize the 'black box' created by the company's reporting changes.Align Technology, Inc. (ALGN) · Ben Axler
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68
Uses a table to contrast sell-side consensus growth (20%) with Spruce Point's estimate (11%) based on channel-specific saturation and churn.Align Technology, Inc. (ALGN) · Ben Axler
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69
Align Technology, Inc. (ALGN)Align Technology, Inc. (ALGN) · Ben Axler
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70
The slide uses a collage of screenshots from dental practice websites to demonstrate widespread industry shutdowns.Align Technology, Inc. (ALGN) · Ben Axler
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71
Uses a combination of news headlines and practitioner quotes to build a case for continued business disruption.Align Technology, Inc. (ALGN) · Ben Axler
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72
The slide uses a combination of expert testimony and a Google Trends chart to establish a negative outlook for dental practices during the pandemic.Align Technology, Inc. (ALGN) · Ben Axler
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73
Uses ICL epidemiological models to argue against a V-shaped recovery for elective dental procedures.Align Technology, Inc. (ALGN) · Ben Axler
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74
The slide uses a series of callout boxes to present anecdotal evidence supporting the thesis that Align Technology faces a competitive threat.Align Technology, Inc. (ALGN) · Ben Axler
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75
Spruce Point Capital Management branding with tree logo.Align Technology, Inc. (ALGN) · Ben Axler
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76
The slide uses a 'before-after' or 'causal-chain' logic to link poor performance with insider selling.Align Technology, Inc. (ALGN) · Ben Axler
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77
Uses a combination of financial data, CEO quotes, and expert/orthodontist counter-quotes to expose a contradiction in management's narrative.Align Technology, Inc. (ALGN) · Ben Axler
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78
The slide highlights a specific accounting adjustment (SBC add-back) that Spruce Point argues is unjustified.Align Technology, Inc. (ALGN) · Ben Axler
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79
Includes qualitative callouts regarding cost structure assumptions and a testimonial from a dentist in Memphis.Align Technology, Inc. (ALGN) · Ben Axler
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80
Includes a callout box justifying the bearish outlook and a stock price chart snippet.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
81
Includes a callout box highlighting additional risks to ASPs and multiples.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Solution (Provide relief)1 hit
82
Align Technology, Inc. (ALGN)Align Technology, Inc. (ALGN) · Ben Axler
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83
The slide presents five bar charts summarizing the survey participant profile.Align Technology, Inc. (ALGN) · Ben Axler
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84
The slide contrasts a broad survey (median 30 cases) with the activist's targeted survey (median 210 cases) to establish credibility.Align Technology, Inc. (ALGN) · Ben Axler
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87
Standard Spruce Point Capital Management section divider.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
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88
Uses a table to contrast analyst locations and price targets against management's stated goals.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
89
The slide uses a red box to highlight the specific fundamental owners (American Century and Mairs & Power) who have been selling, directly contradicting the CEO's quote.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
90
Uses a red arrow to visually link the 'Acquisitions and/or buy-backs' box in the model to the text highlighting the $500m buyback.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
91
Includes a specific callout box highlighting a period of sustained negative sales growth for Bemis.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
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The table highlights that Amcor's valuation is rich relative to its peers when considering the underlying financial challenges.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
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Includes a stock price timeline for WestRock and a detailed comparison table of financial and operational metrics.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
94
Uses a red callout box to link a specific data point in a table to a quote in a 10-K filing.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
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Includes a comparison to Westrock as a precedent for multiple contraction.Amcor plc (pro forma Amcor-Berry Global combination) (AMCR) · Ben Axler
Activist deck Short seller Beat · Solution1 hit