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slides · global inventory

Problem Agitate Solution Problem Identify Pain

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

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Matching slides 3,748
Current window 2,221-2,250
Pages 125
Rows per page 30
Beat: Problem Agitate Solution Problem Identify Painclear collectionreset all
18 30 60

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2,221-2,250 of 3,748

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01
Slide 1
The slide uses visual metaphor (the hammer and the 'displeasure' branding on the product boxes) to convey a negative investment outlook.Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
02
Church & Dwight Co., Inc. (CHD)Church & Dwight Co., Inc. (CHD) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
09
The slide uses a combination of a bar chart for debt maturity, a pie chart for debt structure, and a line chart for interest rate trends to build a case for financial risk.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
10
Uses a 'Villain' framing by contrasting corporate optimism with bankruptcy/distress.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
11
Spruce Point Capital Management branding.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
12
The slide uses visual comparisons of brand-name products vs. Dollarama knock-offs to support the thesis.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
13
The slide uses a combination of bar/line charts to show the divergence between transaction size and store traffic.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
14
Includes a line chart showing Big Lots comp store sales from 2005-2014, annotated with the introduction and abandonment of the 'Raise the Ring' strategy.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
01
Slide 1
The image uses a visual metaphor (horse being vaccinated/treated) to represent the company's business in dental/medical supplies, with dollar signs implying financial gain.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)1 hit
02
Henry Schein, Inc. (HSIC)Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)1 hit
03
Includes Spruce Point Capital Management logo (pine tree) and standard confidentiality footer.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)1 hit
04
The slide uses a narrative-heavy structure to outline the investment thesis, including proprietary analysis, market dynamics, and historical precedent.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)1 hit
05
The slide uses bolded action-oriented headers for each paragraph to summarize the core investment thesis points.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)1 hit
05
The slide uses a structured list format to present multiple pillars of a short thesis.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
04
Includes multiple hyperlinks to FOIA requests and competitive contracts as evidence.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)1 hit
05
This is a dense text-heavy slide typical of activist short-seller reports, using bold headers to structure the argument.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)1 hit
06
This is a classic activist short thesis summary slide, structured as a list of key arguments.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Problem (Identify pain)1 hit
02
Kratos Defense & Security Solutions (KTOS)Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
03
The slide establishes credibility by highlighting firm history, rankings, and a historical table of successful activist campaigns.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
04
The slide uses a precedent table to establish credibility for the current short thesis on Kratos.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
05
Kratos Defense & Security Solutions (KTOS)Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
06
The slide uses a narrative-heavy structure to frame the company as a 'villain' in the investment story.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
07
The slide uses bolded headers to structure the argument into four distinct pillars of the short thesis.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
08
The slide uses excerpts from court documents to link the CEO to past fraud and the 'Andersen school of accounting'.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
09
The slide uses a hub-and-spoke diagram to link the parent company to specific areas of concern and tainted acquisitions.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
10
The slide uses a mix of capital structure data and valuation multiples to argue that the company is overvalued.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Aha Moment1 hit
11
Kratos Defense & Security Solutions (KTOS)Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Aha Moment1 hit
12
The slide uses a dual-timeline approach: a long-term historical view (1999-2017) and a zoomed-in view (2015-2017) to highlight specific red flags.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · ProblemLoop · Aha Moment1 hit
13
The slide uses a chronological structure to frame the company's history as a series of pivots or 'hypes'.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
14
The slide uses a combination of bar and line charts to illustrate financial deterioration over two decades.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit